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Juris® Answer Center

Quick Navigation

  • Updated

The Quick Navigation feature provides a convenient toolbar that lets you search and access key records such as clients, matters, bills, and vouchers from anywhere in Juris®. 

In version 4.3, it’s been enhanced with faster searches, added batch and invoice lookup options, and sortable columns for easier record review.

It allows you to quickly search in the following categories:

  • Clients
  • Matters
  • Time Batches
  • Expense Batches
  • Vendors
  • Cash Receipts
  • Journal Entries
  • All Client/Matter Information
  • Bill numbers (Bill Finder)
  • Check numbers
  • Voucher Numbers

What’s New in Version 4.3

The Quick Navigation feature has been enhanced in version 4.3 to make searching and reviewing results faster and more flexible.
New capabilities include:

  • Batch Number Search: You can now search by batch number in Cash Receipts, Voucher Lookup, and Check Lookup.

  • Client and Matter Names: These now appear in the Bill Lookup grid for easier identification.

  • Invoice Number Search: You can now search by invoice number in Voucher Lookup, and the invoice number appears in the search results.

  • Column Sorting: All columns in Voucher Search are now sortable.

Using Quick Navigation

  1. Click the Quick Navigation button at the end of the toolbar.

  2. Type your search criteria in the Search for text box. For example, enter a bill number, part of a bill number, or use a wildcard search.

  3. Click the appropriate button for the type of record you want to locate.

  4. Review the search results, which appear in the lower portion of the toolbar.

  5. Click the desired entry to open it.

  6. If you are using the All/Client Matter Info search option, note that results will vary depending on the record type (Receipts, Matters, Clients, etc.).

  7. Click Clear List to remove all search results. The defined search criteria will remain, but the displayed results will be cleared.