Summary
Learn how to use the Invoice Search tab in Insights to see approved invoices alongside processed records.
This article covers:
About approved invoices in Invoice Search
Invoice Automate displays approved invoices in the Invoice Search tab within Insights, giving you a complete view across approved and processed records in one place.
Use Invoice Search to view approved invoices
To open the consolidated list of invoices, including approved items:
In Invoice Automate > In the left navigation, select Insights
Open the Invoice Search tab. The table lists invoices, including approved invoices, alongside others
Tip: Use the Search box above the filter panel to quickly find an invoice by reference, amount, property, or creditor.
See invoice status at a glance
The Status column shows each invoice’s current state, so you do not need to open individual invoices to understand progress.
Locate the Status column on the right side of the table
Review the status for each row. Examples include:
Completed (approved)
Pending approval
Overdue
Duplicated
Recurring
Pending PM approval
Use the More options > Export data button to export the table to Excel
Filter by status to narrow results
Apply the Status filter to focus on a subset of invoices.
Open the Filters panel on the right
Select Status
Choose one or more statuses to apply
Review the filtered results in the table
Tip: The Filters panel also includes other useful fields. Use these together with Status to refine your dataset.
Export your search with statuses included
Export your current view to share results.
Apply any filters you need
Select More options > Export data
Choose your option that is available in your environment
Use the File format dropdown to select your file format
Select Export to download the document to your computer