Search & notifications

Find a record#

1. 1

   Open Search.

   Use the search action from the dashboard or desktop navigation.

2. 2

   Enter a specific term.

   Try a customer name, document number, item name, or product code. Start with a short distinctive part if you are unsure of the exact spelling.

3. 3

   Narrow the category.

   Choose All, Customers, Suppliers, Invoices, Purchases, Expenses, or Inventory.

4. 4

   Open a result.

   Check its category and identifying details, then select it to open the relevant record or list.

5. 5

   Clear or refine the search.

   Use the clear action to start over. If nothing appears, confirm the active business and try another term.

Review reminders#

1. 1

   Open Notifications.

   Select the notification action and review the list for the active business.

2. 2

   Read the message.

   Reminders can include overdue invoices, invoices due soon, monthly bill reminders, and bank activity alerts.

3. 3

   Open the related record.

   Select a reminder with a linked record, then check the current document status. The reminder describes a condition; it does not record a payment for you.

4. 4

   Update the actual record.

   Record a received payment or an expense in its proper module. Acknowledging a notification is not the same as completing the business action.

If you do not see device alerts#

Open the operating system’s notification settings for Yesri and verify permission. Device settings can control whether alerts appear while the app is closed.

Also inspect the in-app list and the source invoice’s due date and status. Draft, paid, and cancelled invoices are not treated like outstanding posted sales for invoice reminders.