Searching using Universal Search

Searching 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 find a needle in a haystack, this is your tool.

To access the Universal Search, click the Search icon in the upper right hand corner of the screen. Type in a search term and click the search button. Be amazed at what we find!

Here are some special tricks to expand or limit your results or compensate when the search term isn’t clear.

Search by beginning of string

Use asterisk (*) at the end of the search string.
For example, the search for purch* will return all documents that contain words beginning with purch: Purchase order, Purchase invoice, and so on.

Use the number sign (#).
For example, the search for Sentinel#2 will find all documents that contain words that differ from Sentinel by one or two characters.

Search for synonyms

Use exclamation mark (!).
For example, the search for !cash will find all documents that contain the words cash, currency, or payment.

Searching using Universal Search
    • Related Articles

    • 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 ...
    • How to create a Customer List using the Universal Report

      Resolution is :       1. Go to Reports → Universal Report.       2. Select Catalog and Address/Contact.       3. Click Show Settings, Grouping by "Owner"       4. Click Run Report. This will show all address/contacts from all customer cards grouped ...
    • 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 ...
    • 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 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 ...