Search for Invoices

The processor can search for an invoice within the Process Invoices page using the Group and Search areas, and can run the default query Invoices Ready for Processing or any other existing query.

Search for an invoices based on entered criteria

When searching for invoices, use these two filters in conjunction with one another:

Group AND Search, by invoice ID, vendor, date, status, image, or other criteria, and by employee information, such as employee name

The first time you use the Invoice Processor, the Process Invoices page will always show invoices ready for processing. If you have other queries, these can be selected from the Run Query list.

Group and Find areas

The two search sections, Group and Search , are dependent on each other. For example, you can first select the Group for which your search criteria is to be performed against (Global Group-United States), and then you can search for specific invoice information (for example, Employee Last Name = Noles). For this example, only the invoices that were created by employees in the Global Group-United States group and have the last name of Noles will appear as your search results.

To search for invoices using group and search fields:

1. On the Process Invoices page, click Group .
2. Select the desired group from the Group window, ensuring that the Include All Groups Below Selected Group check box is selected so that all available groups are available for selection.
3. Click OK .
4. Use the Search area to narrow your search:
   • Select an option from the list, for example Employee Last Name .
   • Select an operator for Employee Last Name , such as Begins with .
   • Type a text value, such as N .
5. Click the search icon. Only the invoices that match both the Group criteria and the Search criteria will appear in the search results.

Search for an invoice using a query

You can also search for existing invoices using a default query, Invoices Ready for Processing , or your existing saved queries only (custom queries cannot be created in Processor). When Invoices Ready for Processing is selected, all invoices that are pending authorization will appear within the Process Invoices page. The query can be selected from the Run Query list.

To search for invoices using an existing query, in the Run Query list, select the name of the desired query.

Existing queries are tied to the administrator who originally created them; they are not global. Each Invoice Processor creates and manages their own queries.