... use the desktop search dialogs

Many of the columns in the Journal Detail panel allow you to find entry values using a lookup dialog. The dialog can return a large set of data and you will often need to narrow the selection in order to locate the data you need.

To use the desktop search dialog:

1. Double-click on the cell for which you need to enter a value.

   This will open the dialog.

2. Enter a search term.

   • Enter an exact term, for instance the Static ID if you know it.

     

   • Alternatively enter a wildcard search using the % character.

     

     In this instance, we know the Book’s description begins with " Equity “, and the % character matches any other character or string.

3. Click on the Search button.

   SLICE will return all matching values.

4. Select the value you want.

5. Click the OK button.

The selected value will be entered into the cell.