Quickly find the invoices you need with search and filtering.
Search
The search bar at the top of the dashboard lets you search across:
- Vendor name — Find all invoices from a specific vendor
- Invoice number — Look up a specific invoice
- Amount — Search by invoice amount
Search results appear instantly as you type.
Status filters
Invoices are automatically grouped by status:
- Pending — Awaiting your review
- Approved — Approved for processing
- Rejected — Rejected invoices
- Info Requested — Waiting for vendor response
Click on a status group header to expand or collapse that section.
Inbox filtering
If you have multiple inboxs, you can filter invoices by inbox:
- View only invoices from a specific inbox
- Useful for location-based or department-based organization
Date range
Filter invoices by submission date to focus on:
- Recent submissions
- A specific time period
- Older invoices that need attention
Combining filters
Filters work together. For example:
- Search for “Acme Corp” in the Pending status group
- Filter by Inbox A and search for a specific invoice number
- View all invoices from the last 30 days
Clearing filters
Click “Clear” or remove the search text to reset filters and see all invoices.