The Global Search Function in MYOB Advanced

MYOB Advanced Tips and Tricks #12

MYOB Advanced is an integrated business management system that gathers data across your entire operation. Whether it is reduced administration time, greater inventory control, or real-time reporting, MYOB Advanced will improve efficiency in your business. However, finding the exact screen or piece of data within this vast network can be challenging. MYOB Advanced’s Global Search allows you to quickly search for a particular piece of data in your system, regardless of where it may be located.   Save time trawling through the depths of your system and instantly find what you are looking for, with the Global Search function.

Global Search Dashboard

When you type a keyword or phrase in the search box, the results found in the system may include any of the following:

  • MENU Items
    • Forms
    • Reports
    • Dashboards
    • Pivot tables
    • Generic Inquiry
  • Transaction and Profiles
    • Vendors
    • Customers
    • Prospects
    • Employees
  • Help Topics
  • Files
    • Documents
    • Notes attached to system records

An Accounts Payable Example of the MYOB Advanced Search Function

Let’s say you are an Accounts Payable (AP) Clerk and want to enter some AP Bills. Rather than navigating through the Payable workspace, or my Favourites workspace, you can use the Universal Search to find the Bills and Adjustments form.

You can achieve this by simply entering ‘bill’ in the search box and selecting the appropriate result.

Search results from the MENU ITEMS tab

The Menu Items tab is the first visible when making a search and categorises the different menus in MYOB Advanced. This makes finding the right screen or forms fast and simple, instead of having to navigate through other menus.

For this example, there are 24 menu items that contain the word bill. Not only does the system displays all items that contain the word bill in it but also categorises these items under the appropriate menu or workspace it appears from.

Menu items tab search results


The system will list all documents, transactions, and profiles that have the word ‘bill’ in them.

You can drill into the appropriate document to view details with a simple click.

Due to the wide search in this example, the Transactions and Profiles tab will find a customer name with Bill, a Sales Order with the name Bill, an Invoice, and a Payment all with the name bill.

Results from the transaction tab
Results from the profiles tab

Search results from the HELP TOPICS tab

If at any time you need some guidance, MYOB has incorporated a help button to help you solve some problems yourself. Before checking with support, see if you can find the solution in the Help menus within MYOB Advanced. The help is context-sensitive, so the specific help information displayed depends on the working area you are in when you click on the help. You can learn more about finding help in MYOB Advanced through our dedicated article, here.

Search results from help topics tab

Search results on the FILES tab

The files tab displays results from attached or uploaded documents. This includes files such as a PDF, Excel spreadsheet, Word document, or an Image. Although this search is directed to the document, MYOB Advanced will allow you to search for the attachments globally. In just milliseconds, MYOB Advanced can search through over a million records and documents.  

Search results on  the files tab

Interested in other ways to optimise MYOB Advanced?

Check out our handy MYOB Advanced Tips and Tricks blogs here:

  1. Generating On-Demand Statements in MYOB Advanced
  2. The New User Interface – MYOB Advanced
  3. Row-Level Security in MYOB Advanced
  4. Generic Inquiries in MYOB Advanced
  5. Fixed Assets in MYOB Advanced
  6. Business Events in MYOB Advanced
  7. Restricted use of Control Accounts in MYOB Advanced
  8. Corporate Cards in MYOB Advanced
  9. Matrix Items in MYOB Advanced
  10. Restricted Visibility of Customer and Supplier Records
  11. Important features of reporting dashboards
  12. The Global Search Function in MYOB Advanced
  13. Learn to Streamline your Intercompany Sales
  14. Simplify Your Cross-Company Sales
  15. Adding one-off public holidays to MYOB Advanced Payroll
  16. Deferral Schedules in MYOB Advanced
  17. Keyboard shortcuts to improve efficiency in MYOB Advanced

We hope these tips and tricks were helpful to you! If you have any questions about Global Search in MYOB Advanced, our friendly team is here to help. Call us on 1300 857 464 (AU) or 0800 436 774 (NZ), or send us an email.

MYOB Diamond Partner
MYOB ANZ Partner of the Year 2023 Badge
MYOB Consultant of the Year 2023 Badge
Velixo Award 2024
Velixo Award 2023
Prospend 2023 partner of the year
Consultant of the Year Award
Velixo Award 2019
Business awards logo
Excellence in Business Development 2015 AU
MYOB EXO Award 2015
Telstra Awards 2012