To view or report on invoices of all statuses (e.g. Draft, Rejected, Awaiting Approval, Approved or Completed) from the Invoicing module Finance area, follow the steps below:
1. In the Invoicing module, go to Finance > Search (under the Invoices heading).
2. Define your search by using the Date filter to set a date range and utilise the other filters available.
Note: You can use the Search filter field to search for a specific Supplier Name, or invoice reference, etc., to further filter your results.
3. Click Update to find the invoice data matching your search criteria.
4. Click on the supplier's name to expand the invoice and see its details.
Note:
Completed invoices will have a green tick against them (next to the invoice status) so you can easily differentiate these from the rest of your invoices.
If you need to add any additional notes to an invoice, click the three dots icon, then select Add Note from the drop-down.
Once you've reviewed your search results, you have the option to export the results to an available export format set up on the account for invoices.
How to export your search results
To export your invoice search results to an available export format, follow the steps below:
1. Tick the Select All checkbox or individually tick the checkbox(es) next to each invoice you'd like to export.
2. Click the Export button, then select either Export All or Export Selected.
3. Populate the fields in the Export Invoices window.
Report Name - give your export file a name.
Format - select the desired export format from the list of available Export Formats set up in the Admin area of your account.
File Destination - select the destination you'd like the file to be exported to; this can be a regular download to your browser or a configured outbound file delivery.
Include Files - tick the checkbox if you require a downloaded copy of any attachments attached to the invoices you're exporting.
4. Click Export and your file download will begin.
5. Click the Close button on the Export Invoices window, or click the red Export History link to see the history of your exported files.
