Advanced Search fails on "Cleared" status

Chris Pelkie's Avatar

Chris Pelkie

01 Apr, 2024 11:35 AM

2023.3 (5064) on Ventura 13.6.4 on Mac Studio M2
Advanced Search does not properly filter on "Cleared" status.
I want to find "Reconciling" AND custom date range with account not specified for (all) Expense category
and returns include numerous items with Cleared status of "Cleared" along with some Reconciling status and Uncleared Status
making this search worthless

Similar wrong result for
"Uncleared" AND date range with account not specified for (all) Expense category
I think you are improperly filtering the "X" vs "x" vs "" "Cleared' values visible in the Transaction Details
Maybe safer to change 'stat:" to "R" for Reconciling so you don't encounter case issues between "X" and "x" depending on OS
I do see the stat change on a transaction when I change it then reopen Transaction Details, so it is changing to one of the three values and does appear or disappear from a filtered list. The problem is the filtered list is letting through undesired status X transactions.

  1. 1 Posted by derekkent23 on 01 Apr, 2024 01:21 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Chris

    Have you tried the Extension Find and Replace?

    Hope this Helps

  2. 2 Posted by tonyt on 02 Apr, 2024 11:56 AM

    tonyt's Avatar

    I agree with Chris. There may be an alternative but why is the report doing this?

  3. 3 Posted by dwg on 02 Apr, 2024 12:33 PM

    dwg's Avatar

    It looks like a bug in the search function. At a guess I suspect the set "Cleared" parameters may not being included in the data search criteria.

  4. 4 Posted by tonyt on 02 Apr, 2024 06:18 PM

    tonyt's Avatar

    If Support sees this can they comment please?

  5. 5 Posted by Stuart Beesley ... on 02 Apr, 2024 07:48 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Sean is going to slip a fix for this into the Alpha which is due soon. But, this filter is very finicky so will have to be tested as every change seems to break it.

  6. 6 Posted by Chris on 02 Apr, 2024 08:00 PM

    Chris's Avatar

    Thanks all. I might sign on for beta, but I don’t have the time for alpha testing these days. So keep me posted.

  7. 7 Posted by dwg on 06 Apr, 2024 12:26 PM

    dwg's Avatar

    It looks like Sean put a fix in, seems to be working.

  8. System closed this discussion on 06 Jul, 2024 12:30 PM.

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