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Search Across Finofo With Ctrl+K

Search Across Finofo With Ctrl+K

Use Finofo global search to find invoices, purchase orders, packing slips, vendors and line items, with type and status filters and keyboard shortcuts.

At a glance

Global search finds invoices, purchase orders, packing slips, vendors and line items across your organization from any screen.

Press Ctrl+K, type, then narrow the results by type or status and press Enter to open one.

How It Works

Search covers the organization you are signed in to. Filter by type narrows results to Invoices, Purchase Orders, Packing Slips, Vendors or Line Items. Packing Slips covers your goods receipts, which the left menu lists as Documents > Goods receipts. Filter by status narrows them to Unpaid, In Progress, In Approval or Paid.

Results are grouped by type, with a count for each group.

Find a Document

1. Press Ctrl+K, or click the search box in the top bar.

The search panel with Filter by type and Filter by status chips and the keyboard hints.
The search panel with Filter by type and Filter by status chips and the keyboard hints.

2. Type a document number, vendor name or item description. Scroll the results to move from one group to the next.

Results for Bow Valley scrolled down: the end of the Invoices group, then the Vendors and Line Items groups, each with its count.
Results for Bow Valley scrolled down: the end of the Invoices group, then the Vendors and Line Items groups, each with its count.

3. Narrow the results with a type or status chip.

4. Use the up and down arrow keys to move through the results, Enter to select one, and Esc to close search.

Tips

  • Search Line Items to find every invoice or order that mentions an item.
  • Combine a vendor name with the Unpaid chip to answer a vendor's payment query quickly.
  • To search within one list, use that list's own search box instead.

Frequently Asked Questions

Does search cover other organizations?

No. It searches the organization you are signed in to. Switch organizations to search another.

How do I find a goods receipt?

Choose the Packing Slips type, or open Documents > Goods receipts.

Can I search without the mouse?

Yes. Ctrl+K opens search, the arrow keys move, Enter selects and Esc closes.

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