Platform
Find anything: one search box for the whole tenant.
Global search scans your business data account-wide: invoices and other documents, contacts, service orders, reports, service objects, projects, contracts, and bank transactions. Results are strictly scoped to your own tenant.
These are the points this feature covers day to day.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Global search in the header covers documents, contacts, service orders, reports, service objects, projects, contracts, and bank transactions, without switching modules. Results jump straight to the record.
Strictly tenant-scoped: only data from your own account, never other tenants.
As data grows, tenant-wide full-text search saves noticeable time: whether invoice number, customer name, or order reference. Complements list filters, not a replacement for structured reports.
One field in the header searches the tenant. You do not switch module first and then open the list.
Search fetches one concrete record. Revenue by month, open items, a BWA, or the SuSa stay in reports and accounting statements.
As lists grow, the field is faster than menu, filter, next page.
The main building blocks at a glance, complemented by the longer description above.
Available any time from the panel header. No module switching.
Documents, contacts, service orders, reports, service objects, projects, contracts, and bank transactions.
Search returns data from your own account only.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
