Invoice Search Fields and Buttons

Use the fields and buttons on the Invoice Search page to find and work with invoice information.

Above the Grid

The search fields/filters are cumulative. For example, if you filter for a specific client AND a specific project name, then only those jobs that include that client name AND that project name are displayed. If you do not get any results from your search, consider removing one of the filters.

You can use the percentage symbol (%) as a wildcard in any of the filter fields.

Field	Description
	Click to display the Search Filter Profiles pop-up to add, reset, or edit a filter profile.
	The Summary view displays information at the invoice level. The Detail view displays information at the line item level. Filter settings can be used on both views. Outputs are available for both views.
	Click to create a link to this page on your home page for easy access.
Invoice Number…	Use this filter to display jobs with a specific invoice number.
Job Number…	Use this filter to display jobs with a specific job number.
Job Name…	Use this filter to display only those jobs that include a specific job name.
Client Name…	Use this filter to display only those jobs that include a specific client name.
Process	Select this check box to mark the invoice as ready for processing. This usually means ready to export to a linked financial package.
Exported	Select this check box to show that the invoice has been exported, typically when it has been uploaded to other financial software. Some integration functions export invoices and select this check box automatically.
	Click to clear all filters.
	Click to run the search.

Below the Grid

Field	Description
	Click to save updates that you made in the grid.
	Click to export all open pages of data, or just the data on the current page, to a CSV format file.
	Click to output the data to a custom HTML, CSV, PDF, or TXT format file.