Searching 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 favorite – individual orders bills and receipts, Application modules like Cloud Banking or Time Tracking, Reports — a customized favorites menu can be created by each user of the system.
To use the favorites feature, click the star icon anywhere it appears. The star will fill with yellow and will now appear on the favorites page, which is accessed via the star icon in the upper right hand corner. To un-favorite an item, click it again so it does not have a fill.
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 ...
Processing Credit Cards using Stripe
Processing Credit Card Using Stripe AccountingSuite™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices. Setting ...
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. History Favorites Universal Search ...
Searching using History Panel
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 ...
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 ...