Power search box for invoices
In case you are using Microsoft Outlook, you might have noticed that when searching for emails, you can use some set keywords to narrow down your search. An example can be seen below:
Kompass allows you to use similar keywords for more specific searches. You can use those at Invoices page. For example, in the search below, we are returning all invoices where the posted notes contain the word "migration" (1), for the specific two clients (using their client ID's) (2), and limiting to those with an invoiced amount of less than $2,000.
Some general rules for using those keywords:
- Add the keyword followed by a colon ":" and then you can add the search word.
- Use space to separate your search keywords.
- The range fields are the ones that can be used like this "[range_field]:[from]-[to]". For example, "price:500-1000". The "from" and "to" values can be left out, for example "price:-1000" will show all projects with price up to 1000 and "price:1000-" will show all projects with price of more than 1000.
- Dates have to be in the format YYYYMMDD, for example: "delivered:20230101-20231231" for all delivered projects in year 2023.
- There is also an extra feature for Dates that allows to always return a specific period of time. Instead of a date as seen above, add the number of days, weeks, months or years before today to return the defined period. Some examples below:
- quoted:10d- (returns all proposals that have been quoted in the past 10 days.)
- accepted: 2w- (returns all projects that have been accepted in the past 2 weeks.)
- invoiced: 3m- (returns all projects that have been invoiced in the past 3 months.)
- same for years (y)
- When you are searching for text, if there are spaces, make sure you will put it in quotes. For example: notes:"Brief:Topographical Survey".
- You can exclude items from your search by adding a minus symbol "-". For example, "-name:almonte" will exclude any results with "almonte" in the name or "-tags:field,caution" will exclude all projects with these tags.
- When you will have to provide a list of ID's, separate them by comma. You can find the ID's of the items, either in Kompass frontend (for projects, clients, users) or in the API Admin (for client and project categories).
A list of all available keywords along with further details, can be found in the table below:
| SINGLE VALUE FIELDS | |
| FIELD | DETAILS |
| submitted-notes | notes left when user submitted the invoice |
| approved-notes | notes left when user approved the invoice |
| posted-notes | notes left when user posted the invoice |
| rejected-notes | notes left when user rejected the invoice |
| voided-notes | notes left when user voided the invoice |
| sent-notes | notes left when user sent the invoice |
| details | details of invoice |
| name | name of the invoice |
| notes | general notes of the invoice |
| tags | invoice tags |
| ID BASED FIELDS | |
| FIELD | DETAILS |
| client-ids | find the id's of clients you want to filter in the Organization module. If more than one, separate by comma (,). |
| client-cateogry-ids | ask your Kompass Champion to provide the client category id's you might need. These can be only found on the API Admin. |
| project-ids | find the id's of projects you want to filter in the Projects module. If more than one, separate by comma (,). |
| project-category-ids | ask your Kompass Champion to provide the project category id's you might need. These can be only found on the API Admin. |
| project-manager-ids | this needs the id of users. Find the id's in the Employees module. If more than one, separate by comma (,). |
| created-by-ids | |
| submitted-by-ids | |
| approved-by-ids | |
| posted-by-ids | |
| rejected-by-ids | |
| voided-by-ids | |
| sent-by-ids | |
|
RANGE FIELDS
|
|
|
Range by date
|
|
| FIELD | DETAILS |
| date | date of issuing the invoice |
| due | due date |
| start | billing / timesheets start date |
| end | billing / timesheets end date |
| created | date each of the following steps have been recored |
| submitted | |
| approved | |
| posted | |
| rejected | |
| voided | |
| sent | |
|
Range by price
|
|
| amount | invoice total amount |
| payment | total amount of invoice that has been paid |
Please note that you can save your power searches as a filter set. Therefore, you will only have to create the wording of your search once and having it then saved for future use. Check this article on how to create filter set here.