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How to Filter Invoices

  • Updated

Invoice filters help you find the invoice you want more efficiently. You can find the invoice filters on the Invoices-view of the following Cards, where the functionality is identical:

  1. Main Card
  2. Case Card
  3. Client Card
  4. Payer Card

Head over to the Main Card, Invoices-view, under any section you want.

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There are two ways to filter invoices, and they are as follows:

  1. Filter by Date
  2. Filter by Payer or Invoice Approver

 

1. Filter by Date

Click the Filter by Date.

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The following dialog will appear.

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Select the following options to search for invoices within the specified period:

  1. Today
  2. Yesterday
  3. This Week
  4. Last Week
  5. This Month
  6. Last Month
  7. This Year
  8. Custom

 

2. Filter by Payer or Invoice Approver

Click the Filter by Payer or Invoice Approver... field.

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The following dialog will appear.

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Type in the following information to filter invoices by Payer or Invoice Approver:

  1. Invoice Approver Name
  2. Client Name
  3. Client Number
  4. Client Alias
  5. Payer Name

 

Note:

1. Ensure that you are a Case Manager, a Client Manager, a User with 'Invoice Approval Responsible'-role, or a User with 'Accounting'-rights set up to be able to access Invoices-view.