Searching Recurring Transactions

When you click the Find button on any form the Find form will open.  You will see tabs available, which change the search criteria.  This gives you the most flexible way to search for, or find, the specific record you are looking for.  Once you have narrowed your search down to one record, or a smaller list of records, you proceed to either Open Selected, or Open Displayed buttons.

For a more detailed description of using the Find form, look under the index topic Find.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or closing.

The New button will bring you to the appropriate form to enter a new record.  For example, if you are working on Customers, clicking on the New button will bring up the Customer form where you will be able to enter New Customer data.

The Save button will save the changes made on this form.

The Open Selected button will transfer one record (and all the data in that one record that meets all the criteria you have sorted for) to the form you are working on--say the Customer form, for example.

The Open Displayed button will transfer all of the records and all the data in each record that you have sorted in the Find form to the form you are working in--say the Customer form, for example.

The Print button will print the search result.

The Export button will allow you to export the search results to your desired file type namely:  HTML, PDF, RTF, Text and Excel.

The Settings button will open the Find Form Setting form where you can select the fields you want to be shown in the Find form.

The Refresh button will display all the line items that qualify the search criteria

The More button will display the next set of records. This button can be used if the number of records that matches the criteria exceeds the number set in Default Records to Retrieve field in User Preferences form > Setup tab.

The Help button will open the Help file directly to the topic of the form that is currently opened.

Closing the Find Form

One way you may exit the Find form is by selecting the records you were working on in the Find form and return to your initial form.  This may be accomplished by clicking on the Open Selected or Open Displayed buttons.

The other method of exiting the Find form is by clicking on the X box in the upper right hand corner of the form.

Other Useful Tips

Note that you may use keystrokes to operate almost all of the options in the Find form. For example, to open the City tab, you may depress the Alt and the letter "Y" keys since the underline of the letter "Y" in the title of the City tab indicates this is possible.