Records are stored and displayed in lists. For example, the Jobs List window lists the jobs you have created, the Accounts List window lists your accounts, and so on. As lists get long, it can take time to locate a record. Use the following tools to find a record quickly.

Tabs

Some lists are divided into separate views using tabs. For instance, the accounts list is divided by account type into nine tabs, making it easier for you to find an account. For example, if you are looking for an asset account, click the Asset tab. Within the tab you can use the scroll bar to find the record.

Search fields

You can filter lists using the search field. To do this, click the column heading by which you want to search (for example, by code or name), then type your search terms in the Search field ( ). The list is updated as you type to display all records that contain your search terms for the selected column.

To reset the list, delete the text you entered in the search field or click the X ( ) icon.

More search options

For more exact searches, try these search options:

Advanced search filters

In some list windows, you can use advanced search filters to narrow down your record search. To do this, click Advanced. Enter the relevant filters and click OK. The window will display only those records that meet your search criteria.

Inactive records are hidden by default

In some list windows there is an option to Show Inactive records. Select this option to show all records, including inactive ones.