> For the complete documentation index, see [llms.txt](https://docs.octoo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.octoo.com/partners/search.md).

# Search

The search bar visible at the top of a partner account allows a user to search for people, providers, customers by name or email address. Search by reference code (e.g., `RQABC123`) is also supported and will take you directly to the item requested. You can also use more refined searches for *transactions*, *expense codes*, and *notes*.

<figure><img src="/files/QOU0xCVGeeXlCj2Ze6La" alt=""><figcaption></figcaption></figure>

### Reference code

Either type of copy paste the reference code in the search box. This search is not case sensitive so you can do either `rqabc123` or `RQABC123` and the result would be the same.

<figure><img src="/files/IXegwRrh3kouR719Pa8k" alt=""><figcaption></figcaption></figure>

### Name or email address

Begin typing the name you wish to search for in the search box. After a pause in typing, the top ten results will be returned. Continue typing more of the name to narrow down the search.

<figure><img src="/files/zA7d13MM3ig2qK6fwqAX" alt=""><figcaption></figcaption></figure>

### Transaction reference number

If you are looking for a specific invoice transaction by reference number (e.g., the check number or vendor reference) preface your search with the words `txn:` return those results.

Here are some examples:

```
txn:1234       # transactions matching `1234`
txn:(check 4567)  # use parenthesis to capture any spaces in the reference number
FooBar txn:123 # transactions matching `123` where person/customer also matches `FooBar`
```

<figure><img src="/files/9dyEkFsIyQxnhbYxwDNk" alt=""><figcaption></figcaption></figure>

### Expense code

Search for requests and invoices by expense code by using the `ec:` prefix in your search.

Here are some examples:

```
ec:1234       # expensec does matching `1234`
ec:(po 4567)  # use parenthesis to capture any spaces in the code
FooBar ec:123 # expense codes matching `123` where customer also matches `FooBar`
```

<figure><img src="/files/vJdBPdy9q8L3MuHSTqQt" alt=""><figcaption></figcaption></figure>

### Internal note

Search for requests, schedules, services, invoices, and agreements by note comment by using the `note:` prefix in your search. Unlike an expense code or transaction search you cannot narrow down search results at this time.

Here are some examples:

```
note:foobar    # any note with the phrase "foobar"
note:(foo bar) # use parenthesis to capture a space in the note

```

<figure><img src="/files/pHS98JDftLdDdEHas7GQ" alt=""><figcaption></figcaption></figure>
