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
• 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)

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

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

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

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.