What is Universal Search?
Universal Search gives you instant access to all areas of Ambrook. Think of it as a command center that allows you to navigate to any page, action, setting, transaction, and much more—all without clicking through multiple menus.
How to Use Universal Search
You can open Universal Search in a few ways:
Type the forward slash (
/) keyboard shortcut at any timePress the "Search" option in the app navigation sidebar
Press "Search for anything" from the Support page
Once opened, a search bar will appear where you can type what you're looking for. As you type, Universal Search will instantly show matching results.
Start typing: Type a keyword related to what you want to find
Navigate: Use
↑↓arrow keys to move up and down through the results, or use your mouse to scrollSelect: Press
Enterto select the highlighted option, or just click on it with your mouseClose: Return to the previous page by pressing the
EscEscape key
All Universal Search Commands
Transactions & Line Items
Search your transactions or line items by: date, amount, description, vendor or customer, account, and tags. Also filter Ledger by type and status.
Invoices
Search your invoices by: invoice number, description, total amount, customer information (name, email, etc), or status. Also, quickly reach all status tabs (Draft, Unsent, Sent, Overdue, Paid, Canceled).
Bills
Search your bills by: bill number, description, total amount, vendor information (name, email, etc), or status. Also, quickly reach all status tabs (Draft, Unpaid, Overdue, Paid, Canceled).
Accounts
Search asset, liability, or equity accounts by: account name, institution, account type, balance.
Contacts
Search your customers and vendors by: Name, Email, Phone Number, or Address.
Attachments
Search receipts and other attachments by: filename, description, attached transaction, or upload date.
Pages
Quickly navigate to key pages around the app including: Ledger, Receipts, Wallet, Cards, Invoices, Bills, Balances, Analytics, Accounting, Contacts, Items, Export, Import, Connections, and Settings.
Settings and Tags
Manage any tag type including Categories, Enterprises, Locations, Projects, Funding, or Entities, plus Automations.
Actions
Start your favorite workflows from anywhere with these helpful actions.
New transaction, receipt, bill, invoice, credit memo, or journal entry
Review transactions or filter ledger
Add funds or withdraw with Wallet - Transfer money with your Ambrook wallet
Create and activate cards, or manage canceled cards
Import transactions, accounts, categories, contacts, items
Switch organization
Support
Chat
Help center
Setup guides
Download iOS or Android app
Refer a business
Pro Tips
The more you use Universal Search, the faster you'll navigate through Ambrook
You can search for partial terms (e.g., "inv" for invoices) or synonyms (e.g. "income statement" for Profit & Loss report)
If results don't show what you need, try different keywords or search the help center with one click
Universal Search works on both desktop and mobile web versions
If you're more used to the popular keyboard shortcut
Ctrl+Kon Windows /Cmd+Kon Mac, you can use that too!
Universal Search is designed to save you time and make navigating Ambrook effortless. We're continually adding more options and features, so please send us a request through support chat if you're not finding what you need!