You can find transactions based on their memos, notes, or descriptions. In the List of Transactions or any of the Transactions listing screens, click Filter. Enter any part of the Memo/Note or Description, and the filter will display transactions that contain that text anywhere in the field.

You can search for vendors and income sources using a partial name.

If there's only one result, the matching record displays. If more than one result is found, you can select a record from the list.

You can quickly jump to the End of Period section from the Vendors & Payees window. Click Go to End of Period in the navigation menu.

We moved the sort order options out of the filter, to the top of the Print Checks grid. The option you select is saved and used the next time you print checks for invoices.

Now there's an easy way to find all of your favorite reports... with the Favorite Reports feature! Right-click a report in the list, and click Add to Favorite Reports. This adds an asterisk (*) beside the report so it stands out in the list.

To quickly view all of your favorites, click Show Only * Favorite Reports at the top.

We added the ability to export listing reports as well as the items from listing screens. Click Export List at the bottom of any listing screen or the bottom of any listing report overview window, and you can save the file in a simple column format. The default file type is .csv, but you can export to .xml, .txt, .xls, or .ods, depending on how you want to use the file.

Note that advanced reports cannot be exported due to their complexity, so you won’t see the button on every report. However, you can save advanced reports directly to a file, where you have options for .xls and .txt. You may have to work with the alignment in the file to get the results you want.

On all listing screens, you can now select a sort order and filter based on the column headers. Click the icon beside the column header you want to sort by or filter.

• To sort the list with this column in ascending or descending order, select an Order by option.
• To filter the entire list and only show certain records, click the add icon to enter one or more conditions. If you enter multiple conditions, it works like an OR statement. For example, the filter below would show all records with a city equal to Phoenix OR a city equal to Florence.

When you order a column, the ascending icon or descending icon displays beside the column header. When you filter, the filter icon displays. If a column is both ordered and filtered, both icons display; for example, .

You can sort and filter multiple columns at the same time. But be aware that the options you select apply to columns from left to right. So, if the list is not sorting the way you expect, check the order of your columns.

Your sort and filter options are saved when you navigate away from the listing screen. When you come back, the list is still sorted/filtered the way you left it.

To clear the order or filter on a single column, click the column header and click Clear. To clear the options on all columns, click Clear Order/Filter at the top-left of the listing screen.

The ability to order and filter is enabled by default. If you decide you don't want to use this feature, you can disable it using the gear icon at the top-right of the listing screen.

In any calculation field, you can click the plus sign (+) on your keyboard to quickly display the calculator. View more keyboard shortcuts.

When you send an email as a PDF document attachment, you can include a plain text version of the letter in the email body. This allows recipients to view the email without having to open attachments.

We updated some back-end database settings to increase your program's performance. If you've experienced memory errors with previous versions, this should help!

After hearing your feedback, we changed the way some settings are saved on the backend. Some settings were being saved based on the computer you were using, but now, they're saved based on your PDS user login.

Want to see how things are done in PDS? Now, you can learn how to do certain tasks with reports, records, files, and eGiving. Click the video player icon at the top of your program for quick access to the PDS Video Library. We plan to provide more videos over time.