How can I find a particular request? (Cin7 Core)

When looking for a particular request, you can use the search function  in the top right-hand corner. The search function is available in all list views for requests:

You can search all your Organisations and all enabled workflows - it does not matter whether they are connected to Xero, QuickBooks Online, NetSuite or Cin7 Core, or stem from a stand-alone instance.

Depending on the request type you can narrow down your search with further details such as status (Open, Rejected, Approved, Cancelled), account, or line item. 

• Related Articles

• How can I find a particular request?

  When looking for a particular request you can use the search function in the top right-hand corner. The search function is available in all list views for requests. You can search all your organisations and all enabled workflows - it does not matter ...

• How can I find a particular request? (QuickBooks Online)

  When looking for a particular request you can use the search function in the top right-hand corner. The search function is available in all list views for requests. and in your "Requires my decision" view. You can search all your organisations and ...

• How can I find a particular request? (Xero)

  When looking for a particular request you can use the search function in the top right-hand corner. The search function is available in all list views for requests: You can search through all your Organisations and all enabled workflows - it does not ...

• Can I search for requests in the mobile app?

  No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to:  How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...

• Where can I find the reporting function? (Cin7 Core)

  In the main menu select your Organisation and open the Reports section: There are default reports already available, which can be adjusted if required: However, you also have the option to create your own report with filters that reflect your ...