Search for an invoice

You can search for a specific invoice or a set of invoices with specific search criteria, using the Search functionality in Analytics for AP Agility by following these steps..

  1. On the menu, select Invoice Search.

    The Invoice Search page is displayed.

  2. From the list of search criteria, set the comparison value from the drop-down list and then enter a value in the corresponding text or date fields.
  3. Click Set.

    The Summary and the search results table are updated to include all invoices that match the search criteria.

    The search criteria selected here stays selected, even if you navigate away from the Search.

  4. Optionally, click No filter to clear the search criteria and zero the Summary and search results table.
  5. Optionally, click Clear to clear the search criteria but keep the Summary and search results table.
  6. From this point you can perform the following tasks depending on the invoice status.