Can I search within the SourceDay application?
Search allows accountants to locate specific invoices by selecting from a list of search options and providing the search criteria.
- Available for: All views
You are able to search by:
- Pending Processing: File Name
- Needs Review: Integration Endpoint, Sites, PO Number, Invoice Number, Part Number, Vendor ERP ID
- All other statuses: Invoice Number, PO Number, Voucher Number, Item Name, Vendor ID
1) Click on the Search dropdown to view the list of search options & select the desired search option
2) Type in your search criteria into the open field and then click the blue magnifying glass to begin your search
3) Click the blue x to remove your search criteria; doing so will also refresh the screen