Global search is the search box in SolaCount's top bar. It finds pages, reports, "create" pages and records (invoices, bills, customers, accounts and more) across your active organization from one place. Use it when you know what you want but not which list it's on.
Where to find it
The search box is at the top of every page. Its placeholder reads Search pages, reports, invoices, bills....
Search
- Click the search box.
- Type at least 2 characters. Matching pages appear immediately, as you type; matching records follow after a short pause (about a fifth of a second), grouped by section with a count per section, for example Invoices (3).
- Click a result to open it. Press Enter to open the first result. Press Esc or click elsewhere to close the results.
While records are being fetched you see Searching records… under the instant page matches, so you can already click a page without waiting. If the record search cannot finish you see Search could not finish. Try again.; the page matches stay usable. With no hits you see No matching items.
Instant, localized page matches
Page matches appear in a group called Tabs at the top of the results. They come from the menu already on your screen — every sidebar link you may open, and the Quick Add actions — so they appear without a trip to the server and they are in your language: in Arabic the sidebar names are matched in Arabic. Matching ignores case and accents and treats the Arabic letter variants alike (أ إ آ ٱ → ا, ى → ي, diacritics ignored), and every word you type must appear in the page name or its section name (new inv finds New Invoice). Up to 8 page matches are shown, those that start with your text first. The same text is not shown twice if the server returns the same page.
The results of the server search are cached for 30 seconds in your browser while you keep typing or retype the same text, which makes repeated searches instant; they never cross organizations.
Statuses printed under record results (for example Al Noor Trading LLC • Paid) are translated into your language, and section names, "Invoice #12" fallbacks and "Create …" page names follow it too.
What it searches
Up to 7 results per section, and only the sections your role may view: for example a user without View bills never sees Bills, and the Sales role (customers, quotes, orders, invoices, sales receipts, credit notes) does not see suppliers, bills, journal entries, accounts or bank accounts. Sections appear in this order:
| Section | Matches on |
|---|---|
| Pages | Sidebar page names (only pages your plan includes) |
| Create | "New …" pages, such as New invoice |
| Reports | Report names |
| Invoices | Number, customer name, status, reference, notes |
| Bills | Number, status, reference, notes |
| Quotes | Quote number, status, reference, notes |
| Sales Orders / Purchase Orders | Order number, status, notes |
| Journal Entries | Number, reference, memo, description |
| Accounts | Account code and name |
| Customers / Suppliers | Name, email, phone |
| Contacts | Display name, company, email, phone, tax number |
| Items | Name, SKU, barcode, description, type |
| Expenses | Document number, reference, notes, status |
| Payments | Payment number, reference, description, status, type |
| Sales Receipts, Credit Notes, Debit Notes, Refund Receipts, Supplier Refunds | Number, party name (where stored), status, reference/notes |
| Bank Accounts | Name, bank, account number, IBAN, currency, SWIFT, branch |
| VAT Returns | Status, period type |
| Recurring | Template title, type, status |
| Scheduled Reports | Name, report type, frequency |
| Periods | Fiscal year and period names, status |
| Budgets | Name, version |
Matching is "contains" and not case-sensitive. 0042 finds INV-00042, and noor finds "Al Noor Trading LLC". Within a section, the newest records come first.
What it does not search
- Amounts (typing
10500does not find a document by total). - Line descriptions inside documents.
- The contents of attached files.
- Other organizations.
Worked example
Type gulf:
- Customers (1): Gulf Retail LLC
- Invoices (2): INV-00042 "Gulf Retail LLC • Posted", INV-00039 "Gulf Retail LLC • Paid"
Press Enter to open Gulf Retail LLC (the first result), or click INV-00042.
Rules
- Results come only from the active organization.
- Page and report results respect your plan and your role: pages whose route needs a permission you do not have are not offered. Opening any record still checks your permissions, so you can't open something your role doesn't allow.
- There is no keyboard shortcut to focus the box and no separate full-results page. Use the list pages' own filters for long result sets.
A second example: searching in Arabic
An Arabic-speaking accountant types فاتورة (invoice). The Quick Add action فاتورة مبيعات جديدة (New invoice) appears at once in the التبويبات (Tabs) group, followed by the sidebar page الفواتير when the typed text matches it. About a fifth of a second later the invoices group lists the matching records, each with its status in Arabic. Because letter variants are treated alike, typing ايصالات (without the hamza) finds sidebar pages named إيصالات …, such as إيصالات الاسترداد (Refund Receipts).