How do I find a purchasing document quickly?

A supplier calls asking about an invoice, or an accountant wants a goods receipt. These are the fastest ways to get there.

Quick search from the dashboard

Open Purchasing → Dashboard and use the quick search box at the top — image 1. Type part of a document number or a supplier name.

Searching inside each list

• Supplier Bills — a search box accepting a supplier name or phone, a status filter, and from and to dates. Export (Excel) exports what you see — image 2.
• Suppliers — search by name, then open the statement to see all their bills and payments on one page. The best entry point when your question is about a supplier rather than one document.
• Purchase Orders, Goods Receipts and Returns — each list has its own search and filters.

Moving between linked documents

The documents are linked, so reaching one gets you to the rest:

• A purchase order shows its goods receipts and bills.
• A goods receipt carries its purchase order number and its bill.
• The supplier statement shows bill and payment numbers as links — click a number to jump to it.

Notes

• Purchasing document numbers are long and based on creation time (such as BILL-20260919135455152), so copy and paste rather than typing them.
• Search by the supplier invoice number, not our document number, when the question comes from the supplier — that is the number they know.
• If you cannot find a document, check the filters first; a forgotten date filter hides half the list.
• A cancelled document stays in the lists with its badge — do not assume it vanished.
• To search across every module, use the activity log in General Settings; it shows who created what and when.