IN THIS ARTICLE

Spending time looking for items in your accounting softwares can be frustrating, but with Search it doesn’t have to be. Learn everything you can do with Translucent Search.

CONTENTS

Make everything searchable

Once you’ve connected all of your data sources to Translucent you can search all of your data at once. When you want to find something specific use the search bar above the table.

Free text search

Type anything in the search bar and Translucent will search all relevant fields in all your records.

This includes line item description, vendor name, amount values and the file attachments themselves.

Select the record type

Narrow down the search to find the record type you’re looking for.

Select Accounts Payable, Accounts Receivable or Transactions see the results for what you need.

Filter your searches

You’ll see a drop down to select your filters. You can filter your search by:

• Counter-party
• Account
• Status
• Record type
• Date