The search box in the Bank Transactions and NetSuite Transactions pane in the Silicon Valley Bank Dashboard allows you to effortlessly search for a string across all the transactions fields and filter through a list of transactions in order to match them. This simple yet helpful feature that allows you to quickly search for matching transactions and thus reduces manual effort and time invested in the process.
One of the use cases would be to search for customer names, remarks or account numbers in the memo or description fields and match them. This feature leverages you to search through descriptions or memos present in transactions.
You can sort transactions by Debit and Credit criteria or sort all at once and use filters for bank accounts, specific fields, and in ascending or descending order.
Sorting by All, Debit, Credit Transactions
Set up number of transactions per page
Sort by bank account, date, ascending, descending order.
You can display only batch transaction by selecting the option.
After selecting the option, only batch transactions are revealed.