Need to pick brains! Can anyone recommend a package where the accounts are searchable? For example, I enter in all the expenses, allocating codes as appropriate. Then I try to reconcile it and find I am,say, £250 out. It would be nice to be able to call up a search facility that said 'Find all postings of £250'. At the moment I use TAS Books basic, and it does not have this facility. I am wondering about setting up a database to act as a general day book, and just posting the totals to TAS, but an all-in-one system would be better. Free would ideal, but not essential.
In Sage if you go into Company>Financial>Find then select net amount it would find all instances of £250 or search for the same would show all of your transactions for £250.
Thanks for that, Steve. I shall download a trial of Sage Instant accounts and play. I think if it only applies to Sage 50 and above, I shall probably go to plan B, but many thanks for your help.
You can perform a wide variety of searches within Fusion Accounts. There are search filters throughout the system and within the Transaction Audit Trail.
For any Accountz customers that see this, just sort on any amount column and you will see all your £250 transactions together (and all those just below and above it too). There is also a direct search for anything anywhere. Not often I bang my own drum, but hey ho, how can I not.
