There are two Search features in Church360°. The Members Search and the Ledger Search. With the Ledger portion of Church360°'s dedicated search tool, you can find an Account, Payee, or Transaction without clicking and scrolling through the various views. This allows you to jump directly to the item you are looking for.
The Search icon is located in the upper-left corner of any Ledger view.
How to Use the Search Feature in Church360° Ledger
Step 1: Open the Search
- Click the magnifying glass icon labeled Search in the upper-right corner of any Ledger view.
- You can also use the keyboard shortcut Ctrl+S from within the Ledger portion of the site.
Step 2: Choose What to Search
- In the Search panel, use the drop-down menu to select:
- All Finance (search everything in Ledger)
- Accounts (look for a particular account)
- Payees (search for a specific payee)
- Transactions (find a transaction that references your search term)
Step 3: Enter Your Search Term
- In the search field, type a payee or account name, a date, amount, an invoice number, etc.
Step 4: Review Search Results
- As you type, matching results will appear in a list.
- Scroll through the results if needed.
- You can either hit Enter when your choice is highlighted or click with your mouse to select and open the record.