Universal Search for Reconciliation Data

Universal search helps finance teams find the right reconciliation records faster, without digging through spreadsheets, file folders, or multiple exports. In Cointab, it supports a more organized way to locate reconciliation runs, transaction records, reports, exceptions, and other finance data inside one shared workspace.

Search the records your finance team uses most

Cointab's universal search is designed for reconciliation work, where users often need to locate a specific transaction or report quickly. Instead of scanning long files manually, teams can search for the data points they already use in finance operations.

You can use search to find items such as:

• Reconciliation names and run history
• Periods such as monthly, quarterly, yearly, or custom runs
• File names and uploaded reports
• Transaction IDs, order IDs, invoice numbers, bank UTRs, AWB numbers, settlement IDs, and payment references
• Matched, partially matched, unmatched, and skipped records
• Exception items that still need review
• Reports that were generated for a specific run or period

Why universal search matters in reconciliation workflows

Finance teams rarely work with just one file or one source. They review internal records, bank statements, marketplace settlements, payment gateway reports, vendor statements, and supporting data files. When the same team handles multiple reconciliations, finding the right record can become time-consuming.

Universal search helps reduce that friction by making it easier to:

• Locate transaction-level information during month-end close
• Review open items during exception handling
• Pull up prior reconciliation runs for audit or follow-up
• Find report history without reopening every workflow manually
• Support team collaboration in a shared workspace

This is especially useful when multiple users work from the same reconciliation setup and need a consistent way to access data.

How the search workflow works

Universal search is meant to keep the review process simple and finance-friendly.

1. Enter a keyword or identifier

Type a transaction reference, order number, invoice number, settlement ID, file name, or another relevant keyword.

2. Narrow the result set

Use filters where needed to focus on a period, a reconciliation workflow, a status, or a specific record type.

3. Open the relevant record

Review the reconciliation run, matched items, exception details, or report history tied to the result.

4. Continue the reconciliation review

Once the right record is found, finance teams can keep working inside the same workflow instead of starting over in another spreadsheet or export.

Built for reconciliation teams, not generic file search

Universal search becomes most useful when it is connected to the actual finance workflow. In Cointab, that means search is part of a structured reconciliation environment where teams already work with Side A and Side B records, matching logic, report summaries, and downloadable Excel outputs.

That structure matters because finance users usually do not just need a document name. They need context:

• Which reconciliation did this record belong to?
• Was it fully matched, partially matched, unmatched, or skipped?
• Which period was used?
• Which file was uploaded?
• What exception still needs attention?

A search feature that understands reconciliation context helps teams move from simple lookup to meaningful review.

Common finance use cases

Transaction lookup

Find a specific payment, receipt, invoice, settlement, or refund record when a team member asks for status or support.

Audit preparation

Locate prior reconciliation runs, supporting files, and report outputs when internal or external audit teams need a clear trail.

Exception handling

Search for open items, unmatched records, or partially matched transactions that require follow-up.

Period review

Pull up records from a specific monthly, quarterly, or yearly reconciliation without rebuilding the workflow.

Team collaboration

Let multiple users work from the same workspace and find the same records quickly, instead of sharing isolated spreadsheets.

What finance leaders gain from better search

For controllers, finance managers, and CFOs, search is not just about convenience. It supports day-to-day control over reconciliation operations.

A good search experience can help teams:

• Reduce time spent finding historical records
• Improve consistency in how reports are reviewed
• Support faster responses to questions from operations, audit, or leadership
• Make it easier to revisit old reconciliations when late files arrive
• Keep reporting organized across different periods and workflows

This matters most in high-volume environments where finance teams manage recurring reconciliations across banks, payment gateways, marketplaces, vendors, or internal systems.

Search works best with reusable reconciliation setups

Cointab is designed so teams can configure a reconciliation once and reuse it for future periods. Universal search adds value to that workflow by making historical data easier to revisit.

Instead of re-creating the same setup or hunting through exported files, users can return to a prior reconciliation, inspect the records, and continue the review with the right context already in place.

That makes the overall process more usable for recurring finance operations, especially when teams need a clean audit trail and fast access to prior outcomes.

Frequently asked questions

What can I search in Cointab?

You can search for reconciliation names, run history, uploaded files, transaction IDs, order IDs, invoice numbers, settlement references, and other finance-related identifiers used in your workflows.

Can search help with unmatched records and exceptions?

Yes. Universal search is useful when teams need to find unmatched, partially matched, or skipped records and then review the related reconciliation context.

Is search useful for audit and month-end close?

Yes. Finance teams can use it to locate past reconciliation runs, report outputs, and related records more quickly during close and audit preparation.

Does search replace the reconciliation report?

No. Search helps you find the right data faster, while the reconciliation report still provides the matched, partially matched, unmatched, and skipped summaries needed for review and reporting.