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SarahannC
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Hello dear, homeboy4.

 

I can see that you have known the option where we can choose what to filter and generate them in your book. We're unable to search the word that we have entered in the Description field from any type of transaction. That said, the system will not generate the amount and terms. 

 

Though, there's another way on how you can get that information. You can add those notes in the Memo field instead of adding them in the Description column from the type of transaction you're using. Like for example, description field from the Invoice page.

 

If you consider doing this, you can modify them by copying the notes from the description and paste them in the Memo field.

 

About adding the certain Terms, you can choose Terms. Then, select the Multi Terms and put a check on the terms you need. Click OK and the Find button at the upper-right corner.

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I'm right here together with my colleagues to help you more in case you have follow-up questions. I hope you're good. Take care.

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