How to use Global Search / System wide search

If users want to search for documents in the system easily Just use the search function.

Select the Search button.

Select the company to search.

Users can search for documents according to the following options:

Date
Branch
Type of document
Document number
Based on
Department
Contact name
Job title
Partner
Customer
Balance
Remaining
Due
Status
Completed
CC
Items/Products
Amount
Unit
Price
Total net
VAT
WHT
Ret
Property
GL
Refer to
Note

Press the Search button to search.

Users can search for documents by one of the options, for example, if the document number is already known. You don't need to fill in all the information.

In case the user knows the document number, they can fill in the document number in the Search field.

Press Enter to search.

If the user wants to export data, select the Execute '...' button, and then select Export Data.

Note

Amount shown on Globla Search is already VAT included ✍

Example Document

Item 1 = 63,000.00 x 7% = 67,410.00
Item 2 = 52,725.00 x 7% = 56,415.75
Item 3 = 14,000.00 x 7% = 14,980.00

Updated on: 29/09/2022