What is the ActiveSearch Popup?

Summary

This guide explains how the ActiveSearch Popup feature saves you time in Sage 50 Accounts.

Description

When you enter values such as account references or stock record references, the ActiveSearch Popup finds the closest matches to what you type and displays them in a popup list for you to choose from. It also shows a popup list of recent entries as you enter details text in batch transactions. Let's take a look.

Resolution

How it works

To see how this feature saves you time, let's look at an example.

In the Supplier Record window, in the A/C box, if you enter the first character of a supplier's account reference, the ActiveSearch Popup lists all suppliers beginning with that character. When you type in the second character, the list is narrowed down to all suppliers beginning with those two letters. 

  • Entering A brings up all references beginning with A, for example A1D01, A1D02, A2D01.
  • Entering A1 brings up all references beginning with A1, for example A1D02, A1D02.

When you spot the reference you need, simply select it instead of typing in the rest of the reference.

TIP: In Sage 50 Accounts v28.1 and above, the ActiveSearch Popup excludes records that you've flagged as inactive.


Turn ActiveSearch Popup on or off

To turn this feature on or off:

  1. Open the Settings menu and click Company Preferences.
  2. If prompted, enter your password.
  3. Click the Parameters tab then select or clear the Display ActiveSearch Popup check box as required.

That's it. You can change this setting at any time by repeating these steps.


To remove an incorrect entry

Your software stores the last 32 unique entries you've made in the Details box for each transaction type.

If one of these entries contains an error, it's easy to remove the incorrect entry from the list.

  1. Enter the transaction in the usual way.
  2. In the Details box, type the first letter of the text that you want to remove.

    The ActiveSearch Popup appears, displaying the last 32 entries for this transaction type.

  3. Right-click the entry you want to remove and click Delete.

The incorrect entry is removed from your ActiveSearch Popup list.


Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.

Image

Solution Properties

Solution ID
200427112208137
Last Modified Date
Mon Jun 13 14:41:20 UTC 2022
Attributes
Product Details
Modules: Bank feeds
Views
0