How to use filters:

Navigate to the 'Invoices' folder on menu panel.
Above the list of your invoices you will find filters menu.
Select how you would like to filter the invoice e.g., by Invoice number.
Click 'Apply'.

Note:

You can use multiple filters simultaneously. You can follow the same steps to filter invoices in the Approval folder. You can add or remove filters based on how you would like to filter invoices.

List of all filters available in Ocerra and what they do:

Filter From - find invoices by supplier name

Filter Number - find invoices by invoice number

Filter PO number - Find invoices by PO number

Filter State - find invoices by invoice status, e.g. Received, Submitted, Approved - or any other status that you have configured in the system.

Filter PO matches

This filter allows you to find invoices that are either missing the PO number (Missing), PO number does not match the lines on the invoices (No) or invoices that have PO numbers that match with the lines (Yes).

Filter Validation criteria

By using this filter you can choose to see invoices that failed or succeeded to process the invoice correctly.
If you choose validation = Failure, you will see only invoices with the "balanced" unmatched and vice versa if you chose Validation = Success, you will all invoices that match the header level and line level figures.

Filter by Dates

You can filter invoices by the date they were received. Additionally, we have added a due date filter, providing you with a quick and efficient way to manage and find specific invoices.

Filter Approver

This filter works if an invoice was already approved by a specific person. For example, filter Approver like/= Sasha and see all invoices approved by this person:

Filter by Priority