# 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.&#x20;

<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. &#x20;

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. &#x20;

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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.octoo.com/partners/search.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.