When you need to find specific documents, the advanced search feature can save you a lot of time. As long as you remember at least one characteristic of the document you are looking for, you can quickly get your hands on it.
From the Accounts payable, Accounts receivable or Archive menus, you'll find the advanced search feature at the top right of your documents:
When clicking it, you'll get the following search options:
|Accounts payable||Accounts receivable|
From there, you can search on:
- Supplier/customer's name
- Customer number
- Document date
- Creation date
- Due date
- Received date
- Received via = channel through which the document was received.
- File's name
- Document's number
- Document's type (invoice, credit note, expense note)
- Total amount
- Delivery channel
- Accountant status
This data can be searched one at a time or combined together.