- From the Find menu
- Then under Financial navigation bar, click Invoices.
Search Filter allow you to specify who or what you would like to search for.
To apply a Search Filter
a) Click the chevron icon to expand the filters grid.
b) Click Add Filter.
c) Select a field on which to search from the Field box.
d) Select an appropriate operator from the Operator list.
e) Click in the Value box, type a value.
f) Repeat steps 2-6 to add additional filters to the search
g) Click Go to execute the search.
Result Fields allow you to choose how your search results are displayed before you perform a search.
To choose what displays in the Search Result
a) Click the chevron icon to display the Result Field check boxes. By default, all fields are selected to display in the search results.
b) Clear the check box next to any fields you wish to remove from the list, and select the check box next to any fields you want to add to the search results
c) Click Select/Clear All to select all the boxes at once or to clear all the boxes at once.
d) Click GO to execute the search.
Sorting feature allows you to determine how the results of search are sorted when they are displayed. Each standardized search allows for up to three sort filters to be applied. The second and third sort filters will sort sets of results within your results where there are multiple recurrence of the same name or identification tag.
To use Sorting
a) Click the chevron icon to display the Sorting boxes.
b) Click in the first drop-down menu and select which section you would like to see sorted.
c) Click the Ascending radio button to sort the results in ascending order, or choose the Descending radio button to sort the results in descending order.
d) Click GO to execute the search.
Search Results displays the results of your search.
To use the Search Results
a) Click in the Show records per page drop-down box and select the number of records you want to displays on each page of your results. Page numbers will appear in the blue footer at the bottom right-hand corner of the results grid. Click on a number to view the results page by page.
b) Click Go to activate the search. Once your result list displays, you can choose from any of the following actions:
· Click to Export to Excel to export the results of your search to a Microsoft Excel spreadsheet.
· Click E-mail this Group to send an e-mail to each of the records in the result list.