When should I use the global search?

Modified on Tue, 21 Feb 2023 at 09:39 AM

The global search is best used when you are searching for an Invoice/PO/Payment where you might only know a term that relates to the invoice you are looking for. For instance, you would use it if you only knew part of the invoice number, but not the entire number.
By using the global search, you are searching for the phrase in any part of all invoices in Beanworks. If the phrase is found in multiple different invoices, they will all be shown. Therefore, the search may take a while to load.
For a more organized/specific search, select the 'Advanced Search' button to the left of global search. Here you can search using specific criteria.

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