As your list of income records grows, finding specific entries can become a challenge. Adam provides intelligent search and filter features in the Income Table to help you locate the exact records you need, quickly and accurately.
1. Using the Search Bar
At the top of your Income Table, you'll find the Search Bar. Use it to instantly search through your income records with keywords such as:
Title (e.g., “Income from web design services”)
Customer name (e.g., “ABC Ltd”), etc.
Tip: The search updates results in real time as you type, making it easy to find exactly what you're looking for.
2. Filtering by Date
Use the Date Filter to narrow down income entries based on periods. You can choose from preset options like:
Custom Range (manually select a start and end date)
Today
This Week
This Month
This Year, etc.
3. Filter by Income Categories (COA)
To view specific types of income, like service revenue or product sales, use the Category Filter at the top of the Income Table.
Here’s how:
Click the All Categories dropdown.
Select from your Chart of Accounts to focus on a particular income type, such as:
Service Revenue
Sales Revenue
Other Income, etc.
The table will refresh to show only transactions linked to the selected category.
This filter is based on your Chart of Accounts, so the categories align with how your accounts are structured.