Search

Recent and Saved Searches

What’s new?

We’ve enhanced the Quick Search view for certain lists and added valuable data so you can quickly view the search criteria for your recent and saved searches.

Previously, recent searches didn’t clearly display the criteria used, and saved searches only displayed the title. Now with recent searches, you can easily determine the ideal criteria for your business needs and make necessary adjustments. With saved searches, you can easily see who owns the search and what criteria was used, without opening the search.

You can see these changes in the following lists:

  • Payable Charges
  • Billable Charges
  • Invoices
  • Timesheets
  • Compliance Manager Dashboard

Why does it matter?

These enhancements allow you to quickly sort through your data and get the results you need to keep your business moving.

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