Match Transaction > Filter | Allow wildcards in search
The Filter function is useful for narrowing down to a specific set of transactions.
It would be useful to have the ability to use wildcards in search.
e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National Trust".
Same for the transaction reference. Instead of "INV240105" be able to search for "INV240*" and have it return any invoice containing that.
Lastly, be more loose on the search term. If I include 240105 in the reference it should find an invoice INV-240105. Currently the reference needs to be identical.
Rationale - Receive multiple payments from a central office for different stores. Due to lack of parent/child customer structure in zoho I need to manually match each individual transaction. Either of the above options would help greatly.
Topic Participants
Dan McLean
Selina Peter
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