Filters and Search
Above the list, there is a filter panel. By default, it is collapsed and remembers if you have expanded it. All filters are combined, and the number of activated filters is shown on the badge, so you won't end up searching for a document hidden by a forgotten filter.
Available Filters
| Filter | What it does |
|---|---|
| File name or ID | Searches in the title and custom title; just the start of the document ID is enough |
| Document data | Searches in the read data: supplier, customer, amount, item name |
| Document type | One or more types (schemes), including custom ones |
| Direction | Received or issued |
| Status | One or more statuses, such as completed or failed |
| Period | Today, 7 days, this month, last month, this year, or from-to; based on upload date |
| Folders | One or more, including uncategorized |
| Labels | The document must have all selected |
Text Search
Both searches are case-insensitive and search across the entire account, not just within the loaded excerpt. However, they do distinguish diacritics: “sroubeni" will not find “Šroubení".
Document data searches for substrings. Enter the amount exactly as you see it on the document, with both comma and period — “597,50" will find a document with an amount of 597.5. It also searches in item names, not just in the header.
The search ignoring diacritics and number formatting is done in the document window: the Search in document field above the preview goes through the original and highlights the corresponding field in the form or data alongside.
Folder “Uncategorized"
In the folder selection, there is a special item for documents that do not belong to any folder. It serves as a regular check: anything that remains in it has not been categorized by anyone.
Canceling Filters
The Clear Filters button next to the badge will turn off everything at once. Individual filters can be turned off directly in their fields.
Link from Overviews
When you click on the number of documents without recognized amounts in the Overviews, it will switch you to the list with pre-set filters matching exactly what you saw in the overview. The filter will then show a Without Amount badge.