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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, Date, and Status columns
  • Click-through navigation: detail-backed types open a drawer; the rest deep-link to a pre-filtered list page
  • Natural Language mode: an AI panel translates a plain-English question into interpreted results with relevance scores
  • Reachable from the sidebar (Search) or the Cmd+K command bar's "View all in Search"

How it works

When you submit a query, DayZero parses it once — every term is treated as text, and dollar amounts are also used for numeric matching. The same query then fans out to all 12 entity searches 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["Fan out to 12 entity searches"]
  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 from the sidebar, or press Cmd+K and choose View all in Search.
  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, journal entries, credit memos, and vendor credits open a detail drawer; other types jump to their list page with the term pre-filled.

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; a single-type search returns more of that type instead of a handful from each.
  • 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, Amount* Detail drawer
Invoices Number, Description, Total* (excludes voided) Detail drawer
Bills Bill number, Description, Amount*, Expected amount* Detail drawer
Journal entries Description, Line amount* Detail drawer
Customers Name, Email Customers list
Vendors Name, Email Vendors list
Ledgers Name, Description Chart of Accounts
Products Name, Type, Variant unit price*/unit cost* Inventory (Products)
Variants Name, SKU, Manufacturer SKU, Unit price*, Unit cost* Inventory (Products)
Emails Subject, Sender email, Description Inbox
Inventory orders Name, PO number, Description, Total* Inventory (Orders)
Shipments Tracking number, Description Inventory (Orders)

The type-filter dropdown may also list detail-only types (credit memos, vendor credits) that the cross-entity search itself does not scan; those types still open from their own list pages.

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.
  • Limits — the Search page returns up to 25 rows per entity type.

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 everywhere, 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 an entity type, title, optional subtitle, and relevance, rendered as insight cards in a side panel.

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 12 entity searches run in parallel. If one source fails, the rest still return results so a single bad query never blanks the page.