New Feature Coming Soon
What Are We Trying to Accomplish?
There are a two easy ways to search for specific invoice data within Invoice Automation. The first is a simple key term search - if you are in a hurry and you know generally what you are looking for, this can be a quick and easy way to search.
The advanced search, as you might expect, is a little more detailed than the other search options within Invoice Automation. Advanced Search enables users to utilize multiple fields and data points to produce customized search results. You will be able to select from PO Number, Voucher Number, Part Number, & Vendor ERP ID.
Search is only available on Invoice Tabs and not available for Pending Processing, Needs Review, or Non PO Invoices.
Pro Tip: The results of your Search will be saved. Unless you clear the search, each time you open SourceDay the results of the advanced search will be displayed. Be sure to clear your search parameters from the Advanced Search menu if this is not your preference.
How Do I Use Advanced Search?
The advanced search is located on the right hand side of the page, just above the IA table. A red dot with a number inside indicates that an active search is in place.
1. Click on Advanced Search.
2. From there the Advanced Search Menu will fly out from the left side. Simply enter the search criteria in the corresponding boxes and click submit at the bottom.
SourceDay will search for invoices that match the criteria entered and will filter the tabs accordingly. This search will save so be sure to clear your search when complete.