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Filter your documents

Meta description: Use filters and search to quickly find specific supplier invoices and documents in your Inbox.

Kasia avatar
Written by Kasia
Updated over a week ago

Looking for a specific document? There are a few ways to find it quickly in the Inbox section.

Use filters

You can filter your documents to narrow down what you're looking for:

Customers/Suppliers filter – Display only documents from a specific contact

Star filter – Show only documents you've starred

Use the search bar

You can also use the search bar at the top to search for documents with a specific reference.

Display columns

The available columns you can see or add in the Inbox section are the following:

  • Document type

  • Supplier

  • Status

  • User

  • Uploaded date

  • Issue date

  • Due date

  • Category

  • Assign to customer

  • Location, Class

  • Reference

  • Submitted via

  • Description

  • Tax rate

  • Net

  • Total

  • Tax

  • Payment

By default, a couple of the mentioned columns are visible (Supplier, Status, User, Issue date, Category, Tax, Total, Payment), but you can add more columns by clicking the Columns button at the top-right, clicking the check box next to the chosen column, and then clicking Apply.

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