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Global search is the keyboard-first bar at the top of DualEntry that finds a record or jumps to a page without navigating the sidebar. Its input reads Search or jump to, and it searches records and navigation destinations together in one list.
The product calls this global search. Earlier documentation referred to it as Spotlight Search, a name the application does not use anywhere in its interface.
Press Cmd+K (Mac) or Ctrl+K (Windows) from any screen, or select the search bar directly. Results refine as you type, so there is no separate submit step. The bar is always the same bar. It does not change behavior based on the module you opened it from, and it does not pre-apply a filter scoped to that module. A search from the bills list returns the same results as a search from anywhere else. There are no type-prefix filters. Typing bill: or vendor: searches for that literal text rather than narrowing to a record type, because every search queries the full set of indexed types. Narrow by typing more of the record number or name instead. In practice a record number is the fastest query, because numbers are close to unique and a partial number still ranks the right record highly. Names work well for master data, where you are usually looking for one vendor or customer rather than a transaction.

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What is indexed

Global search covers 25 record types. They fall into these families:
  • Money In: invoices, sales orders, cash sales, customer payments, customer deposits, prepayments and their applications, credits, and refunds
  • Money Out: bills, purchase orders, direct expenses, vendor payments, prepayments and their applications, credits, and refunds
  • Ledger: journal entries, intercompany journal entries, and bank transfers
  • Master data: customers, vendors, items, and accounts
  • Revenue recognition: revenue recognition records
Navigation destinations are indexed alongside records, so report pages and configuration screens appear in the same result list. Results respect your role permissions: a record you cannot open does not appear.

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Reading results

Each result carries a group label and a subtitle, so a row identifies both what the record is and which family it belongs to. Navigation destinations use their section as the group, such as Report Center or Company. Before you type anything, the panel shows Recent Searches, the results you selected previously. Selecting a recent entry reopens it directly, and you can remove an individual entry from the list when it is no longer useful. Two shortcuts sit in the panel footer as a reminder while you work:
  • Up and Down arrows move through the result list
  • Enter opens the highlighted result
There is no side-panel preview and no Tab-to-peek behavior. Global search is built to get you to a record rather than to let you inspect several without leaving the bar, so open the record when you need to see its detail. When you genuinely need to compare several records rather than open one, the list view for that record type is the better tool, since it gives you columns, filters, and sorting that a search panel cannot.

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Asking rather than searching

When a query is a question rather than a lookup, the panel offers Ask Accounting Intelligence, which hands what you typed to the AI accounting copilot instead of matching it against the index. Use it when you want an answer synthesized across records rather than a link to one of them. This option only appears for tenants subscribed to the AI accounting copilot; without that subscription, the row doesn’t show at all. The panel also offers Ask Support for questions about the product itself rather than about your data, which routes you to help instead of to the ledger. That split is the useful distinction to keep in mind: global search finds a thing you can name, and the copilot answers a question you cannot express as a record number. “Invoice 10432” belongs in search. “Which customers went past 60 days this quarter” belongs to the copilot, because no single record holds the answer. Starting in the wrong one is harmless, since both are reachable from the same bar.
Last modified on August 27, 2026