Global search

Who can use this: Owner, Manager, Accountant — every signed-in finance user. URL / Route: /finance/global-search (finance.global-search). Plan / feature gate: none — always available.

Purpose

Global search is the search bar at the top of every Finance page. Type any document number, customer / supplier name, account name, or amount, and get a single ranked list of matching records from across the whole finance app — invoices, bills, payments, customers, suppliers, accounts, products, journal entries, and more.

Use it when you know what you're looking for but not which list it lives on.

Step by step

Search from any page

1. Press Ctrl + K (Windows / Linux) or ⌘ + K (Mac) to focus the global search box. You can also click the magnifying glass in the top bar.
2. Type at least two characters. Results stream in live, grouped by entity type (Invoices, Bills, Customers, etc.).
3. Use the up / down arrows to move through results, Enter to open the highlighted one, or Esc to close.

What you can search by

• Document number — INV-000123, BL-2025-77, partial numbers work too.
• Customer or supplier name — full or partial, case-insensitive.
• Account name or code — 4000, revenue, cash.
• Product / service name or SKU.
• Reference / memo text — anything you typed into a document's reference or notes field.
• Amount — typing 117.00 finds documents totalling exactly 117.00.

What you cannot search by

• Free-text line descriptions inside invoices and bills (search the document instead from its list page).
• Internal attachment file contents.

Behaviour and rules

• Results respect your permissions. If you can't view bills, no bills appear in your results — even if they match.
• Top result per group. To keep the popover compact, only the top few hits per entity type are shown. If you need the full list, Enter without highlighting any result takes you to the search page at /finance/global-search?q=… where every match is grouped and paginated.
• Recent items. With the search bar open and empty, the popover shows recent documents you opened — handy for jumping back to whatever you were just on.
• Search is per-organization. Switching organizations resets the index — global search never crosses Solabooks tenants.

Related

• Dashboard — the home screen has its own filters for browsing recent activity.
• Calendar — visual timeline of dated documents.
• Customers, Suppliers — searchable counterparties.
• Documents library — for attachment search.
• Every list page (e.g. Invoices, Bills, Payments) has its own page-specific filter bar for narrower searches within that section.