Back
Categories
Back

Categories

      View All

      How does search and sort work?

      Throughout your account, you can sort most lists by clicking on a specific column header (in ascending or descending order). You can also use the search bar above most lists to help you find specific invoices, expenses, clients, and more.

      Some searches will have advanced settings to help you narrow down your results based on the options you choose. Advanced search will also allow you to sort your results after a search.

       

      Clients

      Search By:

      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Currency
      • Email
      • Internal Notes
      • Organization
      • Phone Number
      • Primary Contact’s Name (First & Last)
      • Secondary Contact’s Name (First & Last)

       

      Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:

      Clients advanced search with extra fields to filter your results by.

      • Organization - Search by a specific Organization
      • Contact Name - Search by a specific Contact Name (Primary or Secondary Contact)
      • Email - Search by a specific Email
      • Keyword Search - Enter the keyword or number you want to search
      • All Fields - Choose where to search for the keyword or number - in All Fields, Phone Number, Address, Internal Note, Total Outstanding, Credit Number or Credit Amount
      • Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

       

      Sort By: Credit, Organization, Primary Contact or by Total Outstanding.

       

      Sent Emails

      Search By: 

      • Date Sent
      • Email Body
      • Email Type
      • Email Subject
      • Organization Name
      • Recipient (First & Last Name)
      • Sender (First & Last Name of Owner or Team Member)


      Or click on the Advanced Search button next to the search bar to see extra options to filter your search with:
      Sent emails advanced search with extra fields to filter your results by.

      • Sender - Choose between All Team Members, or add as many specific Team Members as needed
      • Recipient - Choose specific Recipients to search by
      • Date Range - Choose from Last 90 Days, Last 7 Days, Last 30 Days, Last 60 Days or Custom
      • Email Type - Choose between All Emails or only specific emails - Checkout Link Payment, Client Invite, Credit, Declined Checkout Link Payment, Declined Invoice Payment, Direct Debit, Estimate, Estimate Comment, Invoice, Invoice Comment, Late Payment, Online Payment, Proposal, Proposal Comment, Recurring Invoice, Recurring Online Payment, Refund, Report, or Retainer Invoice
      • Email Subject - Enter the keywords you want to search in Email Subjects only
      • Email Body - Enter the keywords you want to search in the Email Body only
      • Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

       

      Invoices

      Search By:

      • Amount
      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Currency
      • Date
      • Description
      • Invoice Number
      • Notes
      • Organization
      • Primary Contact’s Name (First & Last)
      • Reference Number
      • Terms
      • Year

       

      Or click on the Advanced Search button next to the search bar to see the extra options to filter your search with:

      Invoice advanced search with extra fields to filter your results by.

      • Clients - Choose between All Clients, or add as many specific Clients as needed
      • Invoice Status - Choose from All, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, Viewed and Draft, or a mix of any
      • Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom, as well as choose whether to look at the Issued Date or Due Date on the Invoices
      • Keyword Search - Enter the keywords or number you want to search
      • All Fields - Choose where to search for the keyword or number, from All Fields to Item Name, Invoice Number, Invoice Amount, Reference Number or Notes
      • Currency - Choose All Currencies or a specific currency to filter by
      • Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

       

      Sort By: Amount, Client (not sortable if using Advanced Search), Description (not sortable if using Advanced Search), Due Date, Invoice Number, Issued Date, or by Status. 

       

      Recurring Templates

      Search By:

      • Amount
      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Currency
      • Description
      • Frequency (Every Month, Week, Year)
      • Notes
      • Organization
      • Terms

       

      Sort By: Amount, Client, Duration, Frequency, Last Issued or by Status. 

       

      Retainers

      Search By:

      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Fee
      • Notes
      • Organization
      • Primary Contact’s Name (First & Last)
      • Terms

       

      Payments

      Under Invoice Payments, click on the Advanced Search button next to the search bar to see the extra options to filter your search with:

      Invoice payments advanced search with extra fields to filter your results by.

      • Clients - Choose between All Clients, or add as many specific Clients as needed
      • Payment Type - Choose between All Payment Types or add as many specific types as needed
      • Currency - Choose All Currencies or a specific currency to filter by
      • Keyword Search - Enter the keywords or number you want to search
      • All Fields - Choose where to search for the keyword or number, from All Fields to Amount, Internal Notes, Invoice Number, or Credit Amount
      • Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom
      • Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

       

      Sort By: Amount, Payment Date or Type.

       

      Expenses

      Search By:

      • Amount
      • Category (including Subcategory)
      • Client (First & Last Name, Organization, Email)
      • Currency
      • Description
      • Merchant
      • Source (Bank Account)
      • Status (Billed, Unbilled)
      • Tax Amount
      • Tax Name

       

      Or click on the Advanced Search button to see the extra options to filter your search with:

      Expense advanced search with extra fields to filter your results by.
       

      • Category - Choose between All Categories, Uncategorized, or add as many specific Categories/Subcategories as needed
      • Merchant - Select All Merchants, No Merchant, or a specific Merchant as needed
      • Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year or Custom
      • Status - Choose between All Statuses, Billable, or Non-Billable
      • Keyword Search - Enter the keywords or number you want to search
      • All Fields - Choose where to search for the keyword or number - in All Fields, Expense Amount, or Description
      • Bank Account - Choose from All Bank Accounts, or the specific account you’d like to search in
      • Currency - Choose All Currencies or a specific currency to filter by
      • Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

       

      Sort By: Amount, Category (not sortable if using Advanced Search), Client (not sortable if using Advanced Search), Date, Status, or by Merchant (not sortable if using Advanced Search).

       

      Bills

      Search By:

      • Amount
      • Category (including Subcategory)
      • Description
      • Vendor (First & Last Name, Company, Email)
      • Status (Overdue, Paid, Unpaid)

      Sort By: Amount, Bill No., Category, Description, Due Date, Issue Date, Status, Tax, or by Vendor.

       

      Recurring Expenses

      Search By:

      • Amount
      • Category (including Subcategory)
      • Client (First & Last Name, Organization, Email)
      • Description
      • Merchant
      • Status (Active, Inactive)

       

      Sort By: Amount, Category, Client, Duration, Frequency, Merchant, or by Status.

       

      Vendors

      Search By:

      • Account Number
      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Vendor (First & Last Name, Company, Email)
      • Total Outstanding

      Sort By: Account Number, Email Address, First & Last Name, Total Outstanding, or by Vendor

       

      Estimates & Proposals

      Search By:

      • Amount
      • Address (Street, City, Province/State, Country, Postal/Zip Code)
      • Client (First & Last Name, Organization, Email)
      • Currency
      • Description
      • Estimate/Proposal Number
      • Notes
      • Organization
      • Reference Number
      • Terms

       

      Sort By: Amount, Client, Date, Description, Estimate Number, or by Status.

       

      Time Tracking

      Search By:

      • Client (First & Last Name, Organization)
      • Project
      • Notes
      • Team Member
      • Service
      • Status (Billed, Unbilled)

       

      Sort By: Date, Note, Project, Service, Status, or by Time.

       

      Projects

      Search By:

      • Client (First & Last Name, Organization)
      • Project
      • Team Member

       

      Sort By: Client, End Date, Last Invoice, Project Name, Unbilled Amount or by Unbilled Hours. 

       

      Settings - Items & Services

      Search By:

      • Description
      • Name
      • Rate

       

      Sort By: Always Add to Projects (only for Services), Billable (only for Services), Description, Name, or by Rate.

      Support Categories