#️ #️ Reference Codes

Octoo uses reference codes to uniquely identify records within the site.

A reference code is a unique identifier for a record in Octoo. It is used to quickly find items such as requests, invoices, jobs, and agreements. Reference codes are alphanumeric and prefixed with a letter that indicates the type of record. For example, RQ12345 is a request.

• RQ - Request

• AP - AP Invoice

• AR - AR Invoice

• PF - Proforma Invoice

• JB - Job

• AG - Agreement

• SV - Service

Most email communications from Octoo will include the reference code in the subject line or body of the message. This makes it easy to find the related record in the system by searching (below).

Search by reference code

Either type of paste the reference code in the search box at the top of the page to quickly find the record. The search box is available on most pages in Octoo.

Empty search field

After entering the reference code, Octoo will display a match (if one exists). This search is not case sensitive so you can do either rqabc12 or RQABC12 and the result would be the same. If a match is found, click on the link to view the record.

Record match displayed

Incorrect code or permission

If you enter a reference code that cannot be found you see a message indicating the query didn't match any results. This could be because the code is incorrect or the record was destroyed.

NOTE: Sometimes the record you are searching for may have been removed or you may no longer have permission to view it. When this happens, Octoo will display a message indicating the reason after you locate the record.

Partner Search

Note that partner accounts have additional search features. You can read about them in the Partners -> Search section.