Search by Category

To narrow your search results, you can select a specific category, such as a Client PO, Clients, Expense Reports, Groups, Invoices, Leave Requests, Projects, Tasks or Users to restrict the search results.

  1. On the Header, click the arrow next to the All category, within the search box.
  2. Select the desired category.

    Select Category

    Note: The Search box displays the word "Search item" until a search term is entered.

  3. Note that the Search box has been updated to display the category you selected.

    View Category

  4. In the Search box, enter the search terms you want to use. Note that maximum number of characters allowed is 50.

    Enter Search Criteria

    Note: As you type in the search , the indexed results begin to appear in a list format.

  5. Select an item from the list of search results to open it.

    Complete your Search