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
  • Sent Emails
• Invoices
  • Recurring Templates
  • Retainers
• Payments
• Expenses
  • Bills 
  • Recurring Expenses
  • Vendors
• Estimates & Proposals
• Time Tracking
• Projects
• Settings - Items & Services

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:

• 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:

• 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:

• 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:

• 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:


 

• 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

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

• Clients - Choose between All Clients, or add as many specific Clients as needed
• Status - Choose from All, Accepted, Draft, Viewed, or a mix of any
• Currency - Choose All Currencies or a specific currency to filter by
• Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom
• Estimate Amount - Choose a Minimum and Maximum amount to search a range of Estimates with
• 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, Item Description, Item Name, Notes, Estimate/Proposal Number, or Reference Number
• Reset all - Use this if you need to reset the Advanced Search back to the default blank fields

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.