Search and notifications
Find any invoice, customer, item or record from the top bar, across every app you use, and see what needs your attention in the bell.
Search across your business
The search box at the top of every app finds records in all the Ellibo apps your business uses, not only the one you are in.
- Click the search box, or press / or Ctrl + K (Cmd + K on a Mac).
- Type at least two letters: an invoice or order number, a customer's name or phone number, an item's name, SKU or barcode, a ticket number, a deal and so on.
- Results are grouped by kind, such as Invoices, Customers or Items. The app each result opens in is shown next to it.
- Use the arrow keys and Enter, or click a result to open it.
The menu at the left of the box chooses where to look: All apps, the app you are in, or one kind of record in it. Show more lists more results of a kind. Screens at the top of the results jump straight to a page of the app, such as GSTR-1 or Settings.
You only see what your role in each app lets you see. If you can't open invoices in Accounting, they don't show in your search either.
On a phone or a small tablet, tap the magnifier icon in the top bar. The search opens full screen.
The bell
The bell at the top of Accounting, Inventory and Subscriptions shows what needs your attention, with a red count of what you haven't seen.
| App | You are told about |
|---|---|
| Accounting | Invoices that become overdue, customers who pay online, payments customers say they made, bills due in the next 3 days, recurring documents made or failed, documents waiting for your approval, e-invoice and e-way bill problems, spending over budget, and estimates customers accept or decline in the customer portal |
| Inventory | Items at their reorder level, late purchase orders, sales orders waiting to ship, documents waiting for your approval, overdue invoices and online payments |
| Subscriptions | Failed automatic charges, cards about to expire, trials ending, portal requests and accepted quotes |
Click a notification to open what it is about. Mark all read clears the count.
Choose what you are told
Click the bell, then Alerts I get. For each kind, tick Bell, Email or both. Your choices are yours only: each person in the team chooses their own.
Who gets each kind depends on their role. For example, staff are not told about bills due.