Support » Plugin: WP Ever Accounting - Accounting for small business » Can you search? Or filter accounts?

  • Resolved Cheryl

    (@tricheryltops)


    Hi,
    Is there any way to search transactions? (i.e. to enter the transaction amount, for instance) to find a particular transaction.

    Also, is there any way to set up a filter by account on the “Transactions” tab.
    I know I can view transactions in the account itself. However, if I do this, I do not see any transfer transactions in the list. For instance, suppose I have a credit card payment and make a transfer from the bank account to the credit card. This does not show up in the credit card account’s list of transactions, only on the “transfers” screen. It would be much easier to sort through transactions if I could see ALL the transactions for a particular account, including transfers.

    Thanks!

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  • Thread Starter Cheryl

    (@tricheryltops)

    …though as far as the filter, I guess I could just sort by account on the transactions tab. Still,I find that transfer transactions are not in the list.

    Is there a way to view the list of ALL transactions for a particular account, including transfers in and out of it?
    Thanks

    • This reply was modified 3 weeks, 2 days ago by Cheryl.
    Plugin Support Bappi

    (@b-07)

    Hello @tricheryltops,

    I’ve added the search option as a feature request 🙂

    Transfers and Transactions are two different things, transfers don’t affect the actual balance so those don’t show up under transactions.

    Let me know if you have any other questions.

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