Advanced Search

You can use the Extended search function by selecting, for example, Accounts receivable > Accounts receivable view, Customers > Customer list or Stock > Stock reports.

Using extended search

The Extended search functionality can be found in the accounts receivable, customer list and stock reports. Based on the search, desired information or search combinations can be retrieved.

• Use the Extended search function when you want to narrow the search with multiple search criteria.
• Search for the desired invoices or other information by combining several search criteria in the same search.

Adding and editing search criteria

With the "+" and "-" buttons you can add or delete search fields in the extended search. By using the extended search, you can add multiple search criteria and use them to find the desired invoices.

1. Select the Extended search function in the desired view (accounts receivable, customer list or stock report).
2. Add a new search field by selecting the "+" button.
3. Delete an unnecessary search field by selecting the "-" button.
4. Enter the desired search criteria in the added search fields.
5. Run the search and review the results.

Deleting and clearing search criteria

You can manage the search criteria in use with the following functions:

• "Remove search criteria": Removes all data from the specific search.
• "Clear search criteria": Clears the search data but leaves the search fields visible.

1. Select the Extended search function.
2. Select "Remove search criteria" when you want to delete all data used in the search and start again.
3. Select "Clear search criteria" when you want to clear the search data entered in the fields but keep the structure of the search fields visible.

Saving a search for later use

With the "Save changes" function you can save the search for later use. In this case, the search must be given a name. This allows frequently recurring search criteria to be directly retrieved from the invoice list.

1. Create the desired search criteria in the Extended search function.
2. Select "Save changes".
3. Give the search a name that describes the desired search result.
4. Save the search for later use.

Using a saved search

The custom search criterion created above is named as the desired search result. This will then appear after the extended search, making it easy to retrieve.

1. Open the Extended search function.
2. Select the previously saved search criterion, which appears after the extended search.
3. Run the search based on the saved search criterion.

Frequently asked questions

Question: Where can I find the Extended search function?
Answer: The Extended search functionality can be found in the accounts receivable, customer list and stock reports.

Question: How do I add multiple search criteria to the same search?
Answer: Add search fields by selecting the "+" button and enter the desired search criteria in each field. You can delete fields with the "-" button.

Question: What is the difference between the "Remove search criteria" and "Clear search criteria" functions?
Answer: "Remove search criteria" removes all data from the specific search. "Clear search criteria" clears the search data but leaves the search fields visible.

Question: How do I save a search I use frequently?
Answer: Create the desired search criteria, select "Save changes" and give the search a name. After this, you can use the saved search directly after the extended search.

Question: How do I use a saved search criterion again?
Answer: Open Extended search, select the saved search criterion that appears after the extended search, and run the search.

Keywords: Extended search, search criteria

Did you find it helpful? Yes No