Global Search
There is a Global Search feature that allows filtering of module folders from the Accounting Module, making it easier to sort and find specific entries.
The Global Search button is located in the top right corner of the toolbar in the TOR system. When clicked, a separate window opens where fields can be filled in, and search criteria can be set to filter the list. The values entered during a previous search are saved and displayed the next time the Global Search window is opened.
Below is the general view of the Global Search card used for filtering the list of invoices.
Flag Criteria
These are toggle-type filters with three states:
Empty (Off) — condition is not required;
Checked (On) — condition must be met;
Filled square (Undefined) — condition is ignored.
Used to check specific statuses of the invoice:
Credit Note: Whether the invoice is a credit note.
Is Prepayment: Whether the invoice is marked as a prepayment (Prepayment checkbox in Miscellaneous tab).
Is Approved: Whether the invoice is approved (Approved checkbox in the Payment Approval tab).
Standard Criteria
Used to filter by specific values or ranges:
Invoice Type: Invoice types (multi-select).
Direction: Invoice direction (single-select: Any, Incoming, Outgoing, Internal).
Invoice Number: Invoice number (text match).
Invoice Name: Subtype of the invoice (only for Miscellaneous Invoices; taken from the Services tab,
Invoice Namefield; single-select from a predefined list).Amount: Invoice amount range.
Week: Invoice issue week range (by week number).
Invoice Date: Invoice issue date range.
Due Date: Payment due date range.
Pay Date: Actual payment date range (date of the last payment that closes the invoice).
Created Date: Invoice creation date range in the system.
Issued By: Invoice issuer (multi-select).
Payer: Invoice payer (single-select).
Client: Client linked to the invoice (multi-select).
Created By: System user who created the invoice (multi-select).
Voyage: Voyage related to the invoice (multi-select).
Vessel: Vessel specified in the invoice (multi-select).
Status: Invoice status (multi-select).
Payment Status: Status of invoice payment settlement (multi-select).
Currency: Invoice currency (single-select).
Remarks: Comments or notes related to the invoice (text match).
Categories: Categories assigned to the invoice.
POL, Port of Loading: Port where the cargo is loaded (only for freight invoices; multi-select).
POD, Port of Discharge: Port where the cargo is unloaded (only for freight invoices; multi-select).
Below is the general view of the Global Search card used for filtering the list of expenses.
For expenses (services), the available filter criteria include:
Direction: Direction of the invoice (single-select).
Expense Type: Type of service invoice (single-select).
Expense Name: Name of the expense (text match).
Expense Date: Date range when the service was provided (i.e. when it was invoiced).
Voyage: Voyage related to the expense or service (single-select).
Port: Port where the service was provided (single-select).
Quantity: Range of service amount.
Currency: Expense or service currency.
Price: Range of service unit cost.
Total: Range of total service cost.
Remarks: Additional comments (text match).
Categories: Categories assigned to the expense or service.
Below is the general view of the Global Search card used for filtering the list of rewards.
For rewards, the available filter criteria include:
Reward Name: Name of the reward (text match).
Issued By: Reward issuer/ payer (single-select).
Beneficiary: Reward recipient (single-select).
Issue Date: Date range when the reward was issued; date and time not included (e.g., if the start is set to 00:00, rewards issued exactly at 00:00 are excluded, while those issued at 00:01 and later are included).
Reward Type: Types of rewards (multi-select).
Amount: Reward amount range.
Currency: Reward currency (single-select).
Remarks: Comments or notes related to the reward (text match).
Categories: Categories assigned to the reward (multi-select).
Below is the general view of the Global Search card used for filtering the list of obligations.
For obligations, the available filter criteria include:
Obligation Name: Name of the obligation (text match).
Debtor: Debtor of the obligation (single-select).
Creditor: Creditor of the obligation (single-select).
Issue Date: Date range for the obligation's issue date; date and time not included (e.g., if the start is set to 00:00, obligations issued exactly at 00:00 are excluded, while those issued at 00:01 and later are included).
Obligation Type: Types of obligations (multi-select).
Total: Obligation amount range.
Currency: Obligation currency (single-select).
Remarks: Comments or notes related to the obligation (text match).
Categories: Categories assigned to the obligation (multi-select).
Below is the general view of the Global Search card used for filtering the list of payments.
For payments, the available filter criteria include:
Payment Type: Type of payment (multi-select).
Payment Purpose: Purpose of the payment (multi-select from a predefined list).
Internal Payment Purpose: Internal classification of the payment (multi-select; selected from an internal purpose library).
Direction: Payment direction (single-select).
Status: Status of the payment (multi-select).
Account â„–: Bank account number (text match).
Account Holder: The company making the payment (internal company; single-select).
Bank: The bank associated with the payment (single-select).
Counterparty: The payment counterparty (single-select).
Client: Clients whose invoices were paid using this payment (single-select).
Payment Date: Payment date range; date and time not included (e.g., if the start is set to 00:00, payments issued exactly at 00:00 are excluded, while those issued at 00:01 and later are included).
Currency: Payment currency (single-select).
Amount: Payment amount range.
Description: Payment description (text match).
Categories: Categories assigned to the payment (multi-select).
Payment Link To: Filters payments linked to selected accrual types (multi-select: Invoice, Reward, Obligation).
In Deal: When enabled, filters payments linked to the selected accrual types within a deal. The checkbox becomes available after at least one accrual type is selected.
Below is the general view of the Global Search card used for filtering the list of bank accounts.
Standard Criteria
Account Holder: The bank account owner (internal company; single-select).
Account Number: Bank account number (text match; field with MRU — Most Recently Used).
Currency: Bank account currency (single-select).
Bank: Bank name (text match).
Balance: Balance range filter.
Flag Criteria
These filters work as three-state toggles:
Empty (Off) — condition is not required;
Checked (On) — condition must be met;
Filled square (Undefined) — condition is ignored.
Used to filter bank accounts based on specific statuses:
Status: Bank account status (Active / Closed).
Default: Marks whether the bank account is the default for the company and currency (automatically filled in invoices).
The system provides a user-friendly and functional search and filtering feature for lists, as well as other useful tools. These capabilities are described in detail in the Search Feature article.
Dynamic Folders
The Create Dynamic Folder feature is available for setting up a dynamic folder that contains a list of required objects, such as invoices, expenses, rewards, or others.
To access this feature and create a dynamic folder:
Right-click on a module object (Personal, Invoices, Expenses, Rewards, etc.).
Select from the dropdown menu.
A separate window will open for creating the dynamic folder. In this window, enter the folder name and define the criteria for list sorting. The available criteria match the fields used in the Global Search feature (described above).
Differences when creating dynamic folders for different module objects:
A folder created in the Personal module object is visible only to its creator.
A folder created in other module objects (Invoices, Expenses, Rewards, etc.) is visible to all system users if the required access rights are granted.