Using Search & Reporting

To use the Search & Reporting feature, follow these steps:

1. Go to the dashboard and click on 'Search & Reporting'.
2. On the search page, you can enter various parameters to narrow down your search results.
3. To search by date range, enter the start and end dates in the designated fields. The default date range is three months from the current date, but you can change this to one month in the Company Settings. You can also manually enter a custom date range. If you know the invoice number, you can remove the date range by clicking the 'X' beside each date field after entering the invoice number.
   1. *Pro Tip: If you have a long invoice number, you can search for just the last four digits and we will still return any matching documents.
4. To search by table item (product description), enter a keyword or phrase in the designated field.
   1. *Pro Tip: You don't need to enter the full product description. For example, you can search for just one word and we will return all documents with a product description containing that word.
5. To search by email address, enter the sender's email address in the designated field. You can also combine the 'Emails From' field with the 'Date Received' field to further refine your search.
6. To search by nominal ledger, select the code(s) you want to search for from the designated field.
   1. *Pro Tip: You can search for multiple nominal ledgers at the same time by selecting the tick boxes to the left of each code and clicking 'Apply'.
7. When you have entered all your desired search parameters, click 'Search'.
8. If you want to generate a report based on your search results, run your search as described above and then click 'Report'. You can choose from several pre-set reports, or you can build your own using the Document (builder) report.

*Pro Tip: If you can't find a specific document, make sure you're not including a supplier in your search. Also, keep in mind that documents in the 'New Documents' folder do not have a supplier attached and will not be returned in your search results.

If you still can't find your document, try changing the 'Documents To Include' field from 'All (excluding deleted)' to 'All' to include deleted and rejected documents in your search.

Note – The PO Number Search option is only used to find invoices and credit notes with that PO number on them. To search for Purchase Orders you have created, use the search in the Purchase Orders tile on your Dashboard