You can search for any information posted on the invoices and clients. Good to know: you will see results based on the documents and clients that you have access to. You have a choice of search options:
Free text search
You can enter numbers or text posted on invoices. This option maybe disabled in larger databases.
Saved search
Shows a list of Saved searches from Advanced search option, including:
- Private with client
Available only to your user for the client you chose in Advanced search - Private without client
Available only to your user across all clients - Public with client
Available to all users for the client selected in Advanced search - Public without client
Available to all users across all clients in Advanced search
Advanced search
Search for information using more detailed criteria, such as data in the posting lines, Approval Status, Document Status etc. You can also save the search result as an Excel file.
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