# 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2Fva2EK71yeXb9MHf4J2Ue%2Fimage.png?alt=media&#x26;token=3bf7ca58-b266-4997-b7f8-75c013a6edea" 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2FopkBPKR1Jj7VkkF7qyfz%2Fimage.png?alt=media&#x26;token=ecf543f0-54fe-4241-a866-e4388a5c555c" 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2FGp6fwRDBIjbWxDw6jSJG%2Fimage.png?alt=media&#x26;token=eecf299c-295e-4ae0-a597-6c60acbcef6b" 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2FqeCC18QmIGJ1cFtcbN0S%2Fimage.png?alt=media&#x26;token=c0496a03-50cd-4b72-8e47-b6007c8b46f0" 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2FZ0x6uijno1KrHUFULqS2%2Fimage.png?alt=media&#x26;token=c0c7ab9f-6244-4e06-a231-9d4fdb5c1cb7" 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="https://1289211425-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSDEsicvUEa7h3PVCLlQC%2Fuploads%2FFKjSJdQDFziwO9ctLMz3%2Fimage.png?alt=media&#x26;token=6415be9c-0e58-4698-a570-c729d6743852" alt=""><figcaption></figcaption></figure>
