The search field located in the billing grid, as well as Billing Tree and Receipts can be used to filter onto a specific related entity or invoice for a customer.
Depending on what has been selected in the 'Customer' and 'Related' fields this field will be used and return data differently.
If ‘Customer’ field is populated:
Search field can be used to filter onto a specific related entity or invoice.
Example 1 - Customer ‘ABC Investment Trust Limited’ is selected, but would like to only see invoices for ‘Aubin, Peter’.
Example 2 – Customer ‘ABC Investment Trust Limited’ is selected, but would like to filter onto Invoice 359 for related entity ‘AFF Limited’.
If ‘Customer’ field is NOT populated:
The field will work on a ‘Sounds Like’ algorithm and find all invoices that sound similar.
Example – Search ‘ABC’ will return invoices to customers ‘ABC Investment Trust Limited’ and ‘ABC Company Limited’.
If ‘Customer’ and ‘Related’ fields are populated:
Should both boxes be populated, the search field will only return results relevant to the related entity selected.
Example – Customer ‘ABC Investment Trust Limited’ is selected, with ‘Aubin, Peter’ selected as a related entity, I can only search for invoices assigned to Peter Aubin.
