Searching for an Invoice

Posted 18 days ago by Gabrielle Day

Answered
Gabrielle Day
Gabrielle Day Admin

This question was raised during our recent webinar:

Can an invoice from previous months be searched on the current page? Will it search across months rather than page by page?

Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.

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Gabrielle Day

Gabrielle Day posted 18 days ago Admin Best Answer

There are three ways to search for an invoice and they work differently. 

Spotlight search (top bar) is mainly for navigating to other pages, but it can also search document numbers within a rolling 12-month window. 

The main filter panel searches all invoice data for the screen based on the criteria you set, not limited to the current page or to 12 months. 

Below that, the page filter (just above the data table) only searches what's currently loaded on the page.

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Gabrielle Day

Gabrielle Day posted 18 days ago Admin Answer

There are three ways to search for an invoice and they work differently. 

Spotlight search (top bar) is mainly for navigating to other pages, but it can also search document numbers within a rolling 12-month window. 

The main filter panel searches all invoice data for the screen based on the criteria you set, not limited to the current page or to 12 months. 

Below that, the page filter (just above the data table) only searches what's currently loaded on the page.

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