Overview
Money Search finds your financial documents: invoices, quotes, expenses and payments, and nothing else. Where Global Search finds any record by its name, Money Search answers money questions, such as "what did we invoice this client this year?" or "which payment was about $400?", by combining filters for date, business, type, number and amount.
To open it, choose Accounting in the top menu, then the Money Search bar along the bottom of the menu.
The page opens with a row of filters and no results. Nothing is searched until you choose Go.
Search Filters
| Filter | What it does |
|---|---|
| Keyword | Looks in each document's title, number, business name and description. Notes and line items aren't searched. |
| Date range | Every search covers a date range of up to a year, matched against the document's own date (the invoice, expense or payment date). See below. |
| Company | Only documents for this business. |
| Type | All Types, Invoice, Quote (or your own word for quotes), Expense or Payment. Payment covers money received and money paid. |
| ID | The document's number. Type the number on the document, such as 2049 or INV-0042. |
| Min / Max | The document's total, in your base currency. Fill in either or both. |
Combine as many filters as you like: each one narrows the results further.
The date range
- The range starts on the current financial year, following your account's financial year end.
- The list has quick choices: This Month, Last Month, This Quarter, Last Quarter, Current FY and Last FY. Quarters follow your financial year.
- A range can be at most a year long. To look further back, run one search per year.
- Beeswax remembers the last range you chose, in this browser, and starts there next time.
Search Results
Results are sorted with the newest documents first. Each row shows:
- the type icon and the document number
- the status, such as Draft, Finalised or Paid
- the title, then the document's date, the business and when it was created
- the total (a foreign-currency document shows its original amount too)
Choose the number, the title or the arrow to open the document. Results load 100 at a time; scroll down for more.
Who can use it
- Owners, Super Admins and Accountant users can use Money Search.
- Managers, Basic, Basic Plus, Contractor and Client users can't. (Managers can still use Global Search.)
- Money Search is part of accounting, which comes with every paid plan and the free trial. It isn't available on the Free plan.