You can perform searches for travel, purchase, and sales invoices using the Search menu or the Quick Buttons Search invoices and Search Rows functions. Read more about row search functions here.
Search Criteria
Invoice search can be used, for example, when searching for a specific invoice or information that appears on the invoice (who it was purchased from, how much was purchased, etc.). In one search, you can enter one or more search criteria.
From the Search Archived drop-down menu, select which Invoices you want to search for: purchase, sales, or travel invoices.
In the Free Text Search field, you can enter the desired keyword or part of a word. This information is searched from both the invoice and the invoice image.
Information entered in other fields (e.g., Supplier Name, Invoice Number, Invoice Type Number, and Expense Account) is searched only in that specific field. You can enter multiple search criteria at once, and the Archive will only search for Invoices that meet all the given search criteria.
You can also search for Invoices by expense account, cost centers, and calculation objects. Read more about Archive calculation object settings here.
Start the search by clicking the Search button or pressing Enter on the keyboard.
Search Results
The search results at the bottom of the screen show how many invoices were found and what the total amount of the invoices is. The supplier name is a link to the invoice details and the invoice image. Clicking the paperclip icon will take you to the invoice image and other attachments.
The search results can be printed using the Print button.
The search results can be exported to Excel by selecting the entire search results, copying the selection with the Ctrl+C keyboard shortcut, and pasting the search results in Excel with the Ctrl+V keyboard shortcut.
The search results can be closed with the Close button. A closed search result can be brought back up from the bottom of the screen.