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Tutorial: Search and find. Filter and sort functionality. Results as Excel to export and share. Also the auto-complete function.
Content
CashCtrl offers a variety of filtering and sorting options. For example, you can filter by account or by time period. Basically, you can sort and filter by all columns. If a filter is active, the name of the column is displayed in bold italics.
Columns can also be shown and hidden via the menu item Columns, as well as shifted in order. In this way, the user interface can be customized according to the user's own needs.
The search field in the upper right corner can be used to search for text or amounts across fields. Notes in CashCtrl are also taken into account by the search.
It makes sense that bookings and transactions are always described according to the same pattern. Thus, with filters and search terms, the overview is never lost and the needle in the haystack is found faster.
In the filter dropdown menu, it is also possible to filter for bookings with common criteria such as:
Here, the Cancel all filters button can be used to remove all set filters at once.
With the automatic completion on the basis of bookings already made, CashCtrl enables efficient work with repeated business transactions. If a term is entered in the description field, CashCtrl directly suggests the relevant results.
If a suggestion is accepted, debit and credit as well as other fields, if applicable, are filled in immediately.
