> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Search & Quick Create

> Hitaji 360 gives you two time-savers that work hand-in-hand with Accounting: global search to jump to any accounting page instantly, and quick-create to…

Hitaji 360 gives you two time-savers that work hand-in-hand with Accounting: **global search** to jump to any accounting page instantly, and **quick-create** to add a customer, supplier, or item without leaving the form you're filling in.

***

## Global search

Global search is the fastest way to navigate. Open the search box from the top bar (the **"Search entire app…"** field) and start typing.

> 📷 *Screenshot: The global search box open, showing results grouped under an "Accounting" heading — to be added.*

### How it works

* Results are **grouped by category**. Accounting destinations appear under an **Accounting** heading.
* You can match on titles **and keywords** — for example typing "COA", "ledger accounts", or "general ledger" all surface **Chart of Accounts**; "P\&L", "income statement", or "net income" surface **Profit & Loss**; "receipts" or "accounts payable" surface **Accounting Payments**.
* Search **respects your permissions**. A page only appears if you hold the permission that gates it (for instance, Chart of Accounts shows only if you have `accounting-accounts:read`). See [Accessing Accounting](/accounting/user/getting-started/accessing-accounting) for the permission list.
* Use the **arrow keys** to move through results and **Enter** to open the highlighted one.
* Beyond static pages, search also looks up some live data — for example your **journal entry names** — so you can jump straight to a specific journal.

### Common accounting search terms

| Type this…                                            | …to reach                                         |
| ----------------------------------------------------- | ------------------------------------------------- |
| `chart of accounts`, `COA`, `general ledger`          | `/accounting/accounts`                            |
| `sales invoices`, `billing`, `accounts receivable`    | `/accounting/invoices`                            |
| `accounting payments`, `receipts`, `accounts payable` | `/accounting/payments`                            |
| `customers`, `vendors`, `suppliers`, `payees`         | `/accounting/contacts`                            |
| `categories`, `expense categories`                    | `/accounting/categories`                          |
| `organizational budgets`, `budget tracking`           | `/accounting/budgets`                             |
| `period close`, `year end close`, `posting lock`      | `/accounting/periods`                             |
| `financial reports`, `financial statements`           | `/accounting/reports`                             |
| `trial balance`, `account balances`                   | `/accounting/reports/trial-balance`               |
| `profit and loss`, `P&L`, `income statement`          | `/accounting/reports/profit-and-loss`             |
| `balance sheet`, `assets liabilities equity`          | `/accounting/reports/balance-sheet`               |
| `cost center`, `department P&L`                       | `/accounting/reports/cost-center-profit-and-loss` |

Remember that search operates on the **active business**'s data — switch the business first if you're looking for another book's records.

***

## Quick-create (add records without leaving a form)

When you're filling in an accounting document and the customer, supplier, or item you need isn't in the dropdown yet, you don't have to abandon your work to go and create it. The pickers in Accounting forms support **inline quick-create**: open the picker, and if your value doesn't exist, create it on the spot.

> 📷 *Screenshot: An invoice line's customer picker with the inline "create new" quick-create form expanded — to be added.*

### Where you'll see it

Quick-create is wired into the main accounting forms, including:

* **Create Invoice** — quick-create a **customer**, and quick-create **items** on each line.
* **Create Bill** — quick-create a **supplier**, and quick-create **items**.
* **Create Expense** and **Record Payment** — quick-create the contact you need.
* **Create Quotation** and **Disburse Petty Cash** — the same inline picker behaviour.

### What each quick-create captures

| Quick-create | Fields                                                     |
| ------------ | ---------------------------------------------------------- |
| **Customer** | Name (required), Email                                     |
| **Supplier** | Name (required), Email, Phone                              |
| **Item**     | A short item form (code, name, rate, and default accounts) |

Whatever you type into the picker is carried into the new record's name, so creating "Acme Ltd" while searching for it takes one step. Once created, the new customer/supplier/item is immediately selected in the form and available everywhere else in that business's book.

> Quick-create makes a real record — a new customer here is the same customer you'll later see under **Customers & Vendors** (`/accounting/contacts`). It is not a throwaway entry.

***

## Related

* [Accounting Overview](/accounting/user/getting-started/overview)
* [Accessing Accounting](/accounting/user/getting-started/accessing-accounting)
* [Chart of Accounts](/accounting/user/getting-started/chart-of-accounts)