Filter and Search Purchase Invoices by Status, Date, Amount, Location, Vendor, Project, Currency, Additional Fields, and Payment Methods

You can easily filter purchase invoices and search for specific invoices with specific statuses using the tools available in the system.

Filtering Steps:

1. Go to the Purchase Invoices menu.

2. Use the filter options located at the top of the page.

3. Select the criteria you want to filter by:

Filter by Invoice Status:

• Approved

• Pending Approval

• Cancelled

• Draft

• Paid

• Partially Paid

• Overdue: Appears only if the due date has passed today’s date and the document is “Approved” or “Partially Paid”

Date:

• Specific Day

• Specific Time Period

Amount:

• By invoice amount (maximum and minimum)

Location/Branch:

• The branch where the purchase was made

Supplier Name or Reference Number:

• Search by supplier name or reference number to display related invoices

Projects:

• Public Projects

• Private Projects that the user has access permission to only

• The “Undefined” option to display documents that do not have a project

• The system checks for the project at the document level or on any of the lines

• Multiple projects can be selected and text search is supported

Filter by Invoice Reference
Filter by Invoice Currency
Filter by Custom Fields:

• Select the custom field and enter what you want to filter by

Additional Notes:

• Multiple criteria can be combined to get precise results

• Click Reset Filter if you want to display all invoices

• The “Undefined” option is also available in: Quotes, Creditor and Debtor Notes, Purchase Orders, Purchase Invoices, Sales Invoices

• You cannot filter directly by payment methods (cash, bank, card); as an alternative, add a custom field named “Payment Method” and filter invoices based on it

Query Keywords:

• How do I find draft invoices?

• How do I filter purchase invoices by status?

• I need to search for only paid purchase invoices, where can I find the filter?

• How can I view purchase invoices for a specific supplier?

• Where can I find the option to filter invoices by date?

• I want to search for invoices by branch, how do I do that?

• Can I filter by amount? How?

• How can I search for invoices that are in draft status?

• How do I filter invoices by their status?

• How do I filter invoices by payment status?

• How do I identify documents (Quotes, Creditor and Debtor Notes, Purchase Orders, Purchase Invoices) that do not contain any project?

• I need to view all invoices for a specific supplier