The “Search Reconciliations” box below the title of the “RECONCILIATIONS” window enables you to search among your reconciliations to find entries that match specific criteria.
- Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Reconciliations” tab.
- To search for a reconciliation of a specific account, type your search text in the “Search Accounts” box. To search for part of an account name, enter only a few letters or numbers into the search field.
- Click on the “Search” button or press “Enter”/“Return” to do your search. The search you requested appears in a gray result box below the search field, and the Account list changes to display only those records that match your search criteria.
- To search by combinations of criteria, repeat your search for each criterion in succession. Each of your searches appears in a separate gray result box below the search field, and the reconciliations list changes to display only those records that match all your search criteria.
- To clear all your search criteria at the same time, click on the “Clear” button. To clear an individual search criterion, click on the “X” at the right end of its gray result box.
- To sort your search results by one of the categories of information in the reconciliations list, click on a column name or the pair of arrows to the left of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.