Published 7/10/25
Searching for accounts, invoices, or payments can often take more steps than it should. Navigating through multiple reports and pages to find the right information slows your team down and adds unnecessary complexity to everyday tasks. That’s why we’re excited to introduce Quick Find, a new feature launching this September that’s designed to make accessing information in the biller portal faster and more efficient.
Quick Find streamlines the search process by allowing you to locate key information—like accounts, invoices, and payments—all from one place. No more jumping between tabs or digging through reports. In its initial release, Quick Find will enable rapid searches for accounts from any page, letting you jump directly to the customer profile from the search results. That means immediate access to relevant data without losing your place or breaking your workflow.
The result? A faster, more intuitive experience for your staff and a noticeable reduction in the time and effort it takes to support your customers. Quick Find is just one more way we’re supporting your team—by making everyday tasks easier, cutting down on manual work, and giving you more time to focus on what matters most.
Keep an eye out for more updates in the coming months, or reach out to your Customer Success Manager for more details.