ContactsLaw provides a transaction search, which allows you to quickly locate general/trust transactions. Your search term can match a range of transaction properties. If searching for a specific amount, you can match against the transaction total, a line total (Net+GST) or an aggregated total. A series of advanced criteria allow you to further restrict your search to a specific amount/date range, member, account type or subsidiary company.
Transaction searches always perform boolean "and" matching (i.e. "all words"), therefore a transaction will only appear in the results if it matches all of the words in your search term.
The transaction search will only match exact amounts, so you must type the full figure you are searching for (dollars and cents). If the amount you are searching for is in whole dollars, you do not need to add the trailing ".00", but it is a good idea to do this to avoid matching reference/transaction/file numbers. The currency symbol ($) is optional (results will be returned whether it is present or not).
The search will also match the original amounts on cancelled cheques/receipts, as well as pending amounts on trust journals.
Matching contacts
If you expand the search to match
contacts, ContactsLaw will perform a basic search against the "file as" field and then return any transactions where matching contacts appear as the payer/payee.
Client names are not matched unless they appear in the aforementioned capacity.