Keeper's Search All Transactions feature is a great way to find any transaction you're looking for in a file. It works similarly to QuickBooks' Reclassify Transactions Tool, or like an Excel Spreadsheet of all transactions in the close.
The Search Transactions tool will only pull in transactions for the current close period.
For example, if you are searching in the July close, Search All will pull in the current month's transactions (July '24), plus the trailing 12 months of transactions (Aug '23 - July '24)
Accessing Search All Transactions
You can access this feature from any client's close page. The search tool is at the top right of the close.
Once you've clicked into the search box, you can enter whatever information you're looking for, whether that's a payee, a description, an account, an amount, or any other info (number or text) within a transaction.
Leave the search box blank and select Re-run report to view all transactions in the close.
Viewing the Search Results
After you've run a search, you can use column filtering and sorting to further drill down on the transactions you're looking for.
You can also reclassify transactions individually or use Bulk editing.
Seeing more results than you were expecting after searching all transactions for a number amount?
If you enter a whole number (or a number with .00), the search tool will search every cell in the report for that whole number match, not just the Amount column. Oftentimes the Descriptions and Splits will share that number, even if the amount doesn't.