Search for Invoices
The processor can search for an invoice within the Process Invoices page using the Search function, and can run the default query, Invoices Ready for Processing , other queries that are available by default and queries that they have created.
Searching for an Invoice
In the Search area you can search for invoices based on specific criteria such the owner's last name (e.g.: Employee Last Name = Brown). Only the invoices that meet the specified criteria will appear in your search results.
To search for invoices using Search:
In the Search area:
Select an option from the list, such as Employee Last Name.
Select an operator, such as Contains.
Type a few characters that fit the conditions of the search, such as row for an employee whose last name is Brown.
Click the search icon (
).The invoices that match the Search criteria will appear in the search results.
Searching for an invoice using a Query
You can search for existing invoices using a default query, Invoices Ready for Processing, or your custom saved queries. When Invoices Ready for Processing is selected, all invoices that are pending authorisation will appear within the Process Invoices page. This query, or any custom queries created by this processor can be selected from the Run Query list.
To search for invoices using an existing query: In the Run Query list, select the name of the desired query.
