The search function
To search for documents, first switch to the "Documents" section in the menu on the left.
The following data points can be searched for:
Cost center and Cost object
The magnifier symbol in the upper right-hand corner then takes you to the document search:
The filter function
In addition, various individual columns can be filtered or sorted using the small icons next to the description.
Frequently asked questions
How can I find receipts from specific approvers or requesters?
For this purpose, you can use the filter icon. With it, you can limit the displayed invoices according to the desired approvers or requesters.
What is the maximum number of search results I will be shown?
A maximum of 100 search results is displayed.
Why can I search only in the "Documents" section?
Only the "Documents" menu area contains all invoices that have been completely read out and entered. Therefore, the document search is only possible here.
Tip: Since our search is a so-called fuzzy search, we also suggest results that do not match your entries 100%. If you search for 10, results such as 100, 91000, 10.05.2020, etc. are also displayed - i.e. all values that contain the search term 10.
For example, if you are looking for an exact invoice number or amount, put the search term in "quotes" > "12/24/2019".