Click on the Search bar located on the left-hand sidebar, or press the keyboard shortcut (⌘ + K or Ctrl + K).
You can either perform a Quick Search for fast results or use Advanced Invoice Search for more detailed filtering.
Quick Search
Quick Search is the default search view and is ideal for fast lookups.
Displays recently visited records
Instantly shows matching results as you type
Allows quick navigation to participants, providers, and invoices
The system will instantly display matching results based from the keyword you typed in.
You can also navigate through the different tabs (All, Participants, Invoices, Providers, Team Members) to view results by category. Each tab shows only the matching results found by the system for that specific record type.
Advanced Invoice Search
Switch to Advanced Invoice Search when you need more control over your search.
You can filter by:
Provider
Participant
Date range
Minimum and maximum amount
Results will display a list of matching invoices, including their status and details. You can further refine your search by combining multiple filters. Click any row to open the invoice.
