Search All Transactions
Double’s "Search all transactions" feature provides a centralized way to locate transactions within a file.
It functions similarly to QuickBooks’ "Reclassify Transactions" tool or an Excel-style view of all transactions included in the close.
Note: The Search Transactions tool only includes transactions from the current close period (the trailing 12 months of transaction data).
Searching all transactions (in the close period)
This feature is accessible from any client’s close page. The search tool is located in the top-right corner of the close.
After clicking into the search box, search criteria can be entered using details such as payee, description, account, amount, or any other number or text associated with a transaction.
Column filtering and sorting can be used to further narrow down results. Transactions can also be reclassified individually or edited in bulk.
Note: Leave the search box blank and select "Re-run report" to go back to viewing all transactions in the close period.
Attachments in transaction tables
For performance reasons, the file/attachment count is not available in transaction tables for any transaction review reports or in the search all transactions table. This was done in order to improve loading times of all table data.
Click on the attachment icon to view any possible attachments, or choose to create a custom transaction report for easier filtering.
