Searching for Invoices with Advanced Search

When searching for particular invoice(s), you can use the advanced search tool to easily filter invoices and find the specific one(s) you're looking for. 

To use the advanced search tool:

  • Click on Invoices in the top navigation bar
  • Select All in the drop-down menu
  • Click on the Screenshot from 2022-12-28 11-19-36 icon at the bottom left of the screen
  • A search window will appear. Click on the "+" icon to add a new rule.
  • Here, you have the option to view and add a new rule. Select the field you would like to search by in the drop down menu.

Screenshot from 2022-12-28 11-21-36

  • Different fields/columns may have different options for how you can filter it: 
    • For text fields, you can search for terms that the field: Contains, Does not contain, Equal, Not equal, Begins with, Does not begin with, Ends with, and Does not end with.
    • For amount and date filters, you can also search for invoices where the value is Less, Less or equal, Greater, and Greater or equal to the value you specify.
  • After entering your filters, click the Screenshot from 2022-12-28 11-23-43icon to see only invoices that much your filters.
  • To add an additional filter, simply click on the "+" icon and add a new rule.
  • To remove a filter, simply click on the "-" icon on the right side to remove the rule.