Is there a way to filter the invoices in SourceDay?
The Invoice Automation platform allows accountants to filter by the following variables so that you can limit and control the invoices you would like to view and work on:
- Date Range
*These filters will not appear when you are on the Pending Processing or Needs Review tabs
**Changes Coming Soon**
Here's a sneak peek of the new look coming soon to filters in Invoice Automation.
The filters that are available will vary depending on the invoice tab. Simply click on the blue button to open the filter menu. The red circle will indicate how many options you have for that filter.
Pending Processing Filters:
Needs Review Filters:
Mismatched through Voided Tabs:
Non-PO Invoices Tabs:
- Using the Integration Filter
- Using the Site Filter
- Using the Buyer Filter
- Using the Date Range Filter
- Using the Vendor Filter
- Using the Status Filter for Non-PO Invoices