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How to search and filter your documents

In this article you'll learn how to find your documents using search and filtering.

In Bill Pay you have a number of ways to search and filter your company's documents:

Use the search field

You can search your company's documents directly by clicking the 🔍 icon in the upper right corner of the page. When you click the icon, it expands into a search field where you can search by vendor name, amount or document number.

Use filtering

You can also use filters to find the documents you want. To set up one or more filters, first click the filter button to the left of the search field, and the filter window opens. In the filter window you can add as many criteria as you like. Once you have selected the criteria you want, remember to click the Apply button to turn the filter on. When the filter is on, you will only see documents that match the filter's criteria.

Search from the vendor page

You can also easily find all documents from a given vendor. In Bill Pay > Vendors just select the vendor you want and then select the Documents tab. You will then see all documents from that vendor and can use the same functions described above:

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