You can find your documents under the menu item of the same name in the left menu bar.

Administrators and Requesters can view all documents.

Approvers can only see the documents they have access to or were involved in the approval process.

If you are mentioned in a comment on a document, this document is also permanently available to you.

The search bar is located at the top of the screen. Here you can enter the value you want to search for. All documents that match your search query are then displayed in the table below.

Important: The functionality of our search depends on your package
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What to search for?
➔ “Starts with”
(the search term starts with “Amaz”, for example, in your search for “Amazon”
➔ “Only exact match”
(to find the contact “Amazon”, you must now enter exactly “Amazon”)
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​Where to search?
➔ “Search everywhere” (full text search, everything on the invoice is searched)
➔ “Search in data fields only” (only data fields such as note or invoice number are searched)

Next to each heading, there are no symbols or up to two symbols. These indicate your options for further editing the table. You can sort your table with the up and down arrows. With the funnel, you can filter the table and thus exclude documents that are not important for your work.

Note: You can combine filters and sorts.

Use the button at the top right to download the table to your computer as a CSV file.

The table is exported with your active sorts and filters.

In addition, the following fields are added to the export:

The following table contains all fields that are displayed via the menu item Documents and whether they can be sorted, filtered, or searched.