Allow for default universal/advanced search across the entire Zoho Books database
Zoho Books holds a lot of information, just like any accounting system.
It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.
For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount range and then view the purchase orders from there.
The problem is the number of steps. What is more ideal is to allow the Advanced Search feature to be the default across all of Zoho Books. For example, from the dashboard or any area in Zoho Books, if I click in the search field and type in anything (dollar amount, customer name, purchase order #, etc.) that it will automatically display by group (group being the modules like customers, purchase orders, invoices, etc.) the results of the search making it easy to immediately get to the information you are looking for in a single click versus about 6 steps to do this same thing right now.
In short, enable the Advanced Search feature to always be the default and you will make everyone's need for quick and full searches so much easier. If you would like to see an example, please view this video link to get an idea of what is needed in Zoho Books to make accounting just a bit easier. You will see when someone enters a search phase, amount, etc. that it automatically displays the information, grouped by category and a simple click takes you to directly to the entry, invoice, etc. Zoho Books definitely needs this feature. Thanks so much...