Where to find it
Search icon in the top navigation, available from any screen
✅ Common tasks
Search for a record
Open global search from the top navigation
Type at least two characters into the search field
Search by invoice number, description, supplier name, or PO number
Select a result to open that record directly
Use a more specific term if similar-looking results crowd out the one you want.
Search by amount or date
Enter an amount with a decimal point or comma, e.g. "1500.50"
Optionally add a $ or € symbol to narrow results
For dates, enter a day and English month, e.g. "15 March"
Add a year to a date search for older invoices
Date search only returns incoming invoices, not outgoing invoices or purchase orders.
Navigate and open results
Check the icon to identify supplier, invoice, or PO results
Use the Up/Down arrow keys to move through results
Press Enter or Tab to open the highlighted result
Press Escape or click outside to close the search dialog
Approvers only see incoming invoices and suppliers tied to their active approval requests, never outgoing invoices.