Search and filters
The document list has a search bar at the top with two text fields - Supplier and Invoice Number - and a Status dropdown. Type into the text fields, select a status, and click Search to filter the list. For more options, click the filter icon next to the search bar to open the advanced filters panel.
Search requires at least 3 characters in any text field - a validation message appears if you type fewer.
Once filters are set, click Search to apply them. To clear, reset the filters and search again.
The Status dropdown includes: Ready, Not Ready, Data Duplicate, Export Error, and Exported. If the Approval Flow add-on is enabled on the folder, three additional statuses appear: Awaiting Approval, Approved, and Rejected.
👉 What can I filter by in the advanced panel?
Date - filter by issue date, tax date, or due date.
Amount - set a price range, or enter the same value in both fields to match an exact amount.
Payment status - paid or unpaid.
Document type - invoice, credit note, receipt, purchase order, and other supported types.
Supplier contact - searches by the contact name in your accounting software rather than the supplier name on the document - useful when the two differ.
Purchase No., Item or Invoice Description
👉 Can I combine search and filters?
Yes - type in the search fields, select a status, and apply advanced filters at the same time. Results show documents that match all of them.
👉 Can I act on the results in bulk?
Yes. Once the list is narrowed, select documents and run a bulk action - bulk archive, bulk delete, bulk export, or bulk download of the original files.
Search across all folders
If you don't know which folder a document is in, use the search on the main Documents dashboard. It searches across every folder you have access to by supplier name and/or invoice number, or alternatively by item or invoice description.
Approval flow tabs
If your folder has the Approval Flow add-on enabled, two extra tabs appear in the document list: Awaiting Approval and Awaiting Export. Three additional statuses also appear in the Status dropdown: Awaiting Approval, Approved, and Rejected.
👉 I don't see have these options in statuses - why?
The Approval Flow add-on must be enabled on the folder for these tabs to appear.