Search and Filtering
Advanced filtering and searching in lists of invoices, contacts, and other documents. Filters by period, status, currency, supplier/buyer, and other criteria.
Screenshots and a more detailed guide are coming soon.
Filtering invoices
On the invoice list page (both incoming and outgoing), you have the following filters available: 1) Period — All, Month, Quarter, Year, 2) Date type — Date Created or Taxable Date, 3) Invoice status — selection from available statuses, 4) Currency — filter by invoice currency, 5) Supplier/Buyer — select a specific contact, 6) Invoice number — text search.
Color-coded status highlighting
In invoice lists, rows are color-highlighted by status: Paid — green (Success), Pending Approval — red (Danger), Cancelled — grey (Secondary), Extraction Failed — orange with exclamation icon, Overdue — yellow (Warning), Draft — blue (Primary). Invoices with assigned transactions have a money icon.