Search AP records
Use the Search AP records palette to find records from any page without going to a separate Search page.
Search is a control in the left navigation, not a destination with its own route. It opens a palette over the page you are already viewing.
Search across records
- Select Search near the top of the left navigation.
- Type at least two characters in Search AP records.
- Wait for matching records to appear.
- Read the explanation under a result to see which field matched your query.
- Select the result you want to open.
The palette can return invoices, vendors, purchase orders, receipts, and configured fields. Your company's schema controls which records and fields are searchable.
Read a result
Each result starts with its main record label. The line below can explain the match, for example Matched vendor: ..., and can include more context to help you separate records with similar names. A result can also show an amount or status when that information applies.
The matching part of the text is highlighted. This matters when your search term appears in a related field instead of the record's main label.
What you should see
After two characters, the palette shows matching records or No matches for "...". Selecting a result closes the palette and opens that record.
If something goes wrong
- If the palette says Keep typing, enter at least two characters.
- If there are no matches, try a shorter reference, check the spelling, or search for another value from the record.
- If Search is missing, you may be in restricted approver mode.