Is there a way to filter the items in my views?
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 peak of the new look coming soon to filters in Invoice Automation.
- Using the Integration Filter on Tabs
- Using the Site Filter on Tabs
- Using the Buyer Filter on Tabs
- Using the Date Range Filter on Tabs
- Using the Vendor Filter on Tabs