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Global Search

Global Search finds any record in your books — 12 entity types in one newest-first table. Search by name, number, exact dollar amount, or turn on Natural Language for plain-English questions.

Key capabilities

  • 12 entity types searched at once: products, variants, customers, vendors, transactions, invoices, bills, journal entries, ledgers, emails, purchase orders, shipments
  • Text matching is case-insensitive across names, numbers, descriptions, emails, SKUs, tracking numbers, and subjects
  • Amount search: typing a dollar value (e.g. $1,250 or 5.00) matches numeric fields exactly, including negatives
  • Relevance-ranked results within each entity type, then merged newest-first
  • Entity-type filter to scope results to a single type (e.g. only invoices)
  • Date-range filter that bounds results by creation date
  • Void invoices and deleted or archived records are excluded automatically
  • Flat results table with Description, Type, Amount, Bank/Account, Date, and Status columns, 25 rows per page, with a result count above the table
  • Click-through navigation: detail-backed types open the record; the rest take you to their list page
  • Natural Language mode: an AI panel translates a plain-English question into interpreted results with relevance scores
  • Reachable from the Cmd+K command bar's "View all results for ..." option

How it works

When you search, DayZero treats your words as text and, if they look like a dollar amount, also matches them against amount fields. The same query then runs against every record type in parallel (or one, if you set a type filter), and each result set is ranked before being merged into the table.

flowchart TD
  q["Search query"] --> parse["Parse text and amounts"]
  parse --> mode{"Natural Language on?"}
  mode -->|"No"| fan["Search every record type"]
  mode -->|"Yes"| ai["AI interprets query"]
  fan --> filt["Apply type / date filters"]
  filt --> rank["Rank by relevance, then date"]
  rank --> table["Flat results table"]
  ai --> panel["AI results panel"]

How to use it

  1. Open Search, or press Cmd+K, type your term, and choose View all results for ....
  2. Type a term — results refresh as you type, newest first.
  3. Enter a dollar amount such as $150.00 to find records with that exact value.
  4. Use the All types dropdown to narrow to a single entity type (e.g. Invoices).
  5. Set a Date range to bound results to a period.
  6. Toggle Natural Language and press Enter to ask a question like "show me unpaid invoices over $500".
  7. Click any row to open it. Transactions, invoices, bills, and journal entries open their detail view; products and variants open in Inventory; customers, vendors, accounts, emails, purchase orders, and shipments take you to their list page.

Pro tips

  • Dollar search matches the absolute value, so $150.00 finds both a +$150.00 deposit and a -$150.00 payment — handy when you only remember the amount.
  • Amount matching is exact, not "greater than": search the precise total. For ranges or fuzzy questions, use Natural Language mode instead.
  • Add a date range when a common word (a vendor name, "payment") returns too many rows — it bounds results by when the record was created.
  • Set the type filter when you know what you're after; it keeps other record types from crowding the table.
  • Use structured search for exact numbers, invoice numbers, and SKUs; use Natural Language for intent-based questions ("overdue invoices from Acme").
  • Void invoices never appear — if an invoice is "missing," check whether it was voided.

In-depth guide

Searchable entity types and fields

Each entity type matches on a specific set of fields. Fields marked with * respond to dollar-amount queries.

Entity type Searchable fields Opens
Transactions Description, Counterparty, Amount* Detail view
Invoices Number, Description, Total* (excludes voided) Detail view
Bills Bill number, Description, Amount*, Expected amount* Detail view
Journal entries Description, Entry number ("JE 15894" works), Source, Line memos, Account names, Line amount* Detail view
Customers Name, Email Customers list
Vendors Name, Email Vendors list
Ledgers Name, Description Chart of Accounts
Products Name, Type Inventory (Products)
Variants Name, SKU, Manufacturer SKU, Unit price*, Unit cost* Inventory (Products)
Emails Subject, Sender email, Description Notifications
Purchase orders Name, PO number, Description, Total* Inventory (Orders)
Shipments Tracking number, Description Inventory (Orders)

The type dropdown also lists Credit Memos and Vendor Credits, but Search does not scan those records. Find them from their own list pages instead.

Text, amount, and result shape

  • Text — your query is matched against each entity type's searchable fields (see table above).
  • Amount — dollar values (with or without $) match numeric fields on the absolute amount, so sign does not matter.
  • Ranking — results are relevance-ranked within each type, then merged into one table sorted newest-first. You can re-sort by clicking a column header.
  • Limits — each record type returns up to 100 matches, shown 25 per page. When more exist, a notice asks you to narrow with a type or date filter.

Filters and exclusions

  • The optional entity-type filter restricts the search to one type.
  • The date range bounds results by creation date.
  • Deleted and archived records are filtered out, and voided invoices are always excluded.

Natural Language mode

Toggling Natural Language and pressing Enter sends your question to an AI assistant that returns:

  • An interpreted query — how it understood you.
  • A list of scored results, each with a title, optional subtitle, and relevance score, shown as cards in a panel above the table.

This mode is best for intent ("unpaid invoices from last month") rather than exact lookups — for precise amounts or IDs, the structured search above is faster.

Reliability

All record-type searches run in parallel. If one source fails, the rest still return results so a single bad query never blanks the page.