Global Search

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The Global Search functionality allows you to perform search operations within the application. Global Search works across multiple forms for records that match a word or phrase that you type in the search bar. 

Global Search will help you to do a quick search for the items below:

• Transaction Type
  • Sales
    • Quote
    • Order
    • Invoice
    • Credit Note
    • Payment Receipt
    • Refund
  • Purchases
    • Order
    • Bill
    • Debit Note
    • Payment Voucher
    • Refund
  • Transactions
    • Deposit
    • Withdrawal
    • Transfer
    • Journal
• Transaction Number
• Transaction Date
  • DD/MM/YYYY 
• Transaction Status
• Contact Name
• Keyword
  • If you do not have the details

Keyword Example:

User type "10" in the search bar, Financio will show all the related data that have the "10" information.