Sort & Filter Invoices

Modified on Fri, Mar 5, 2021 at 5:16 PM

User Level: All Users

Est. time of Setup: 10 Mins


Previous Step: Setup Users                                                                 Next Step: Map Vendors


Sort & Filter Invoices



 To search for an invoice, enter the invoice number, invoice total, vendor name, or item name in the search box at the top of the Invoices screen.




When Searching, you can use the down arrow to refine your search term by selecting a category. Please enter to search.

 

 

The filter bar on the left is the quickest way to search into invoices

The filter allows you to filter by invoice or by vendor

 


 

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