+3

General Search

Ana Allen 3 years ago updated by Andre Sockett 2 years ago 2

An ability to search for an amount, account number etc which searches the whole system and brings back anything with this instead of having to go to lots of different sections to find what you are looking for would be extremely useful.

This would save so much time.

It would really come in handy when you know an address but can’t remember in which portfolio or if you remember a supplier, name, amount or perhaps anything else just like a typical search bar does.

An ability to search the Bank Statement account transactions with free text instead of just date and status would be very helpful.