Searching within a Cash AccountContent also available for tax entities or on our global site.
There a three ways to search within a Sharesight Cash Account:
- Search via the column headings - by clicking on a column heading to sort by the column data.
- Search via the transaction description or type - by typing the description name or type in the search field.
- Search via the date range:
Select a date range:
1 – Click on the calendar icon.
2 – Select the date range.
Select a custom date range:
1 – Click on the start date.
2 – Select the date on the calendar.
3 – Click on the end date.
4 – Select the date on the calendar.
Last modified on March 13, 2020 UTC