GREENBACK BLOG

CONNECTED ACCOUNTING

Greenback’s Flexible, Powerful Search

Aug 19, 2018

Search your receipts quickly with Greenback. We've spent years perfecting our flexible, powerful search engine to save you time. Just cut, paste, and edit these Search Templates as needed to perform structured queries like a pro!

Search by Keyword, Name, or Text

The most basic type of search is simply typing the keywords you want to find. You can either search for keywords present in any field or narrow your search down to a specific one. To search for transactions that have both the keywords "floor" and "fan" present in any field (regardless of case):

floor fan

You can also target your keyword search to a specific field. To search for transactions shipped to “henry" and "ford”:

shipping_address.name:(henry ford)

By default, Greenback interprets each keyword as required. If you need to search for transactions with keywords "floor" or "fan", you just need to include the OR operator:

floor OR fan

These are all the fields searchable by name or text:

FieldDescription
totals.nameSales Tax
items.nameItem/Product
attributes.ponumJob Name/PO Number
shipping_address.nameCustomer Name

Search by last 4 digits of credit/debit/gift card

Search for transactions made with a credit, debit, or gift card as the payment method and ends with ****6280. Please note that some integrations do not share this data with Greenback.

payments.ends_with:6280

Search by an amount e.g. grand total, tax, etc.

Search for transactions with a grand total of exactly 15.05. Remember to not include currency symbols.

totals.grand:15.05

Search for transactions with a grand total of greater than 15.05

totals.grand:>15.05

Search for transactions with a grand total of less than 15.05

totals.grand:<15.05

If you want to include the amount, then just add an “=” equal sign.

totals.grand:<=15.05

Search for transactions with a grand total of greater than 15.05 and less than or equal to 20.12

totals.grand:(>15.05 AND <=20.12)

Search for transactions with the grand total of 155.05 and shipped to the state of Michigan.

totals.grand:>155.05 AND shipping_address.region_code:MI

Greenback’s Powerful Search: Grand Total & Shipping Address

These are all the fields searchable by amount:

FieldDescription
payments.amountAmount Paid
deposits.amountAmount of Deposit
totals.grandGrand Total
totals.taxTax (Sales, VAT, etc.)
totals.subSubtotal
totals.tipTip
totals.feeFee
totals.discountDiscount
totals.shipShipping Cost
items.unit_priceUnit Price
items.quantityQuantity of Item

Remember to always use a decimal point whether it’s 1 qty or 1.5 hours.

1 qty Item

items.quantity:1.0

1.5 Hours

items.quantity:1.50

Search by Currency

Remember to use official naming conventions ex: cad, usd, etc. May or may not be case sensitive. Ex: Search for US dollar transactions.

currency_code:usd

Search by Date

When an integration doesn't include the timestamp, the time zone and date are estimated using UTC Coordinated Universal Time. Use the Date & Time Selector tool to select a range. Don't forget to designate a time zone in your Greenback profile that matches your channels, platforms, and connected accounts.

Greenback's Date Selector Tool

Search by PO Number/Job Name

Search for the exact text ie: PO Number/Job Name originally input in card reader/order for Home Depot, Amazon, or NewEgg, etc.

attributes.ponum:(OFFICE LIGHTS)  

Search by keyword for the Project called “OFFICE LIGHTS” or Job Name. If you need the full name with a space in between, use parentheses.

(OFFICE LIGHTS)  

A search for all transactions with the keyword "Power" and a space, and an "*" asterisk symbol will include any PO numbers with the word "Power" in it such as "Power Outlet", "Portable Power", "Power Battery" etc.

attributes.ponum:(Power *)

A search for all transactions with the keyword "Power" with an "*" asterisk next to it will include results such as "Powers", "Powered", "Powerful", etc.

attributes.ponum:(Power*)

Some businesses know the offical department names for vendors and search by that rather than PO Number/Job Name. Remember that some integrations do not share this data. For example, Home Depot uses "PAINT", "KIT/BATH", "ELECTRICAL", etc.

Search for all transactions in the ELECTRICAL department.

Electrical

Search by Address

Search for vendors or customers by City (Postal Code), State (Region Code), or Country. Remember to use official naming conventions. Abbreviations may be case-sensitive and postal codes may be +4 sensitive. Ex: The postal code for 307 W 6th St Royal Oak, MI is 48067-2548. Just use an "*" asterisk symbol to include all postal codes in the results or find it in the world-wide postal/zip database PostCodeBase.

Search for seller transactions in the city of Royal Oak. Use an "*" asterisk symbol to find postal codes both with and without the +4 digits. Be careful. Do not put a space after the code.

store_address.postal_code:48067*  

By keyword "Royal Oak" ie. city name. This is great for finding all of your trips by city too.

(ROYAL OAK)  

Search for vendor transactions in the state of Michigan.

store_address.region_code:MI

Search for vendor transactions in Canada. Remember to use lower-case for a country.

store_address.country_code:ca

Search for customers by name ie: search for transactions with recipients named "Henry Ford".

shipping_address.name:(Henry Ford)

Search by Multiple Terms

Search for transactions that match multiple terms. Always use "AND" or "OR" as operators. For example, search for all transactions that shipped to Michigan AND had tax.

totals.tax:>0 AND shipping_address.region_code:MI 

Search for all the states that were charged sales tax but exclude Michigan

+totals.tax:>0 -shipping_address.region_code:MI

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