Clear the current scope before assuming that a record is missing.

1. Check the business and page

Confirm the business at the top of the app and open the correct list. For example, ordinary invoices and recurring schedules have different pages.

Each list belongs to the selected business and document type.
Each list belongs to the selected business and document type.

2. Search and filter

Use Search for the name or number. Use Filter for the supported status, customer, vendor, or date choices. Check active filter chips and selected summary tiles.

3. Sort and move through pages

Select a sortable column heading. Use the page-size and next-page controls to find more results.

4. Reset if needed

Clear search, filter chips, and any selected summary tile to broaden the list. If a record is still absent, check your allowed businesses and customer access before contacting support.