Search All

Q1. What is Search All?

• Search All is an organization-wide search tool that lets you find transactions, items, and attachments using keywords.

• It helps you review both Sales and Purchases without switching between tabs often.

Q2. What transactions can I see in Search All?

• You can view all Sales and Purchase transactions:

  • Invoices

  • Bills

  • Credit Notes

  • Payments

  • Deposits

  • Schedulers

  • Transaction attachments

Q3. How do I use Search All?

• Go to Home > click the search bar (or use cmd + K or ctrl+ K) > enter your keywords > then click Expand to open the full Search All view.

Q4. How can I search for specific transactions using Search All?

• You can refine your search results by using search operators:

  • Use quotes ("exact phrase") to find an exact match

  • Add a minus sign before to exclude a word (e.g. -"keyword")

  • Use wildcards () to match anything (e.g. key for "keyword")

  • Example: “Fruit Planet -Extra”