Search anything from the top bar

Find a customer, vendor, invoice, bill, product or payment in seconds, or jump straight to a list or a new record.

Getting Started 4 steps 1:33 video Any user
Where to find it HomeSearch anything

Steps

  1. On the home screen, click the Search anything bar at the top - or press the Space bar. With nothing typed, the list shows places you can jump to: customers, vendors, products, invoices, settings and the Apps Manager.
  2. Type a few letters, for example gulf. Matching customers, vendors, bills, payments, orders and more appear in groups, each with the amount and status.
  3. Click a result - or press Enter to open the highlighted one. The record opens.
  4. To create something, go back to the home screen and type what you want, for example new customer. Choose Create Customer to open a blank form.

Note

The Search anything bar is on the home screen. Inside an app, use the search box above the list you are in (see Work with lists), or click the SiaOne logo to go back to the home screen.

Tip

Search looks at names, emails, phone numbers and document numbers, so you can type any of them.

What happens next

When you have found the list you need, learn to work with lists.

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