How to find any record or file by a word, number or amount

One search box finds documents, contacts, items and settings; Documents & files finds a file by a word written on it.

Steps

  1. Open search

    Choose Search at the top of any page, or press Ctrl K (⌘ K on a Mac).

  2. Type what you know

    A number, a name, a VAT number or an amount: the matching documents, contacts, items and settings you have access to are listed. Alef forms and ta marbuta match however they are typed.

  3. Search inside files

    Choose Accounting → Documents & files and type a word: it is found in a file's name, its record or its text. Narrow by folder or Month.

  4. Download a set

    Tick the files and choose Download … as zip: up to 200 files and 100 MB, filed by kind and month.

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