Invoice Filters

Users have different filters that they can use to manage and view  invoices in the portal. 

Special Markers

Special Markers are located in the left side panel of the Invoice page.

Userrs can select the checkbox of the relevant marker to view a filtered list of results. 

For my approval

The 'For my approval' filter allows users to view all Invoices that are assigned to them for approval.

All Invoices

The 'All' toggle allows users to view all invoices or all documents for the organisation. 

Note: The 'All' filter may not be available for all Committee Members and Owners. 

Right next to the For my approval filter, a number will be displayed showing the total count of invoices pending for approval

'Prioritised' for Invoices of High Priority

The 'Priority' filter displays  all invoices that have been flagged as high priority to expedite processing.

All high-priority invoices will be shaded red in the list view. 

When selected there will be a red 'Priority' banner above the Invoice Status on the Invoice Summary page.

'Favourites' 

The 'Favorites' filter allows users to view Invoices that have been saved to a list of favourites. 

Favouriting invoices allows users to easily access useful files again for future preference with just one click. 

'Deleted' for Deleted Invoices

The 'Deleted' filter shows all deleted invoices

'Duplicates' for Duplicate Invoices  

The 'Duplicates' filter shows  all invoices that are flagged as Duplicates or Potential Duplicates. 

Invoices flagged as duplicates will display a duplicate icon next to the invoice number.

For more information, please see How to Bulk Approve Invoices and Invoice Approval Process.

Committee Members and Owners should contact us with any further questions regarding this process.