Overview
Money Search lets you find any financial document across your entire account. Unlike navigating to individual invoice, expense, or quote lists, this provides a unified search across all document types at once.
Use it to quickly locate a specific document by keyword, number, amount, company, or date.
Search Filters
| Filter | Description |
|---|---|
| Keyword | Search by description, notes, or line item content |
| Type | All Types, Invoice, Quote, Expense, or Payment |
| Number / ID | Search by document number |
| Amount (From / To) | Filter by amount range |
| Company | Filter by the associated business |
| Date Range | Filter by document date |
Search Results
Results show matching documents across all types. Each result displays the document type, number, company, amount, and date. Click any result to open the full document.
Note: Combine multiple filters to narrow results — for example, search for invoices from a specific company within a date range.
Permissions
- Owners, Super Admins, and Accountants can search across all financial documents
- Admins can search invoices, quotes, and expenses (but not ledger-level documents)
- General Users, Contractors, and Clients cannot access Money Search