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Global document or transaction search

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Written by Huzayfah Patel
Updated over 4 months ago

These modules allows for a search of specific text and numbers on transactions and or documents.

  1. In DPS Financial Director, go in to DPS FD > click on Admin.

  2. Select Transaction Search.

  3. In the Search text box, enter the text you want to search on.

  4. Select a From Date, this defaults to the start of your financial year.

  5. Or, in DPS Financial Director, go to User, Global Document Search.

  6. In the Look For box, type the text you are searching for and click Find Now.


If you are still having issues, please raise a new case online and reference the title of this article.


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