WIP - Searching
Searching
Data is no good if you can’t find it. AccountingSuite has implemented several tools to use when you need to get at it. Click on a tab to learn how to locate data in AccountingSuite in many ways.
Locating Data in AccountingSuite using the History Panel
AccountingSuite tracks every move that you make so you don’t have to. Remember making a change to an invoice yesterday but can’t remember who it was? History is your answer. Simply click the history icon in the upper right hand corner to reveal your tracks. All history entries and on a per-account basis and can only be seen by the logged-in user.
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Searching using Universal Search
Locating Data in AccountingSuite using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...Current Issues with Searching
We are aware of issues when searching. You may experience one or more of the following behaviors in the application: Searching in a document list returns no results for searched document that exists in the list. Characters typed in search box ...Searching using Favorites
Using Favorites Favorites are a way to mark anything in the software so that it is easy to return to later. This might be a list of things that are waiting information, important to-dos or just favorite modules. Since anything can be marked as a ...Searching using History Panel
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