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View Approved Invoices in Search

Updated over 2 months ago

Invoice Automate now includes approved invoices in the Invoice Search tab under Insights. You can also view invoice statuses and use new filters to easily find specific invoices, giving you a complete view of your financial records.


Previously, only processed invoices were shown in the Invoice Search tab, leaving out approved ones. This caused confusion and incomplete reporting. With this enhancement, approved invoices are now visible alongside others. A new "Status" column and filter help you identify and locate invoices more efficiently.


Key Functionalities:

  • Approved invoices now appear in the Invoice Search results

  • A new Status column shows the current state of each invoice (e.g. Approved, Overdue, Duplicated)

  • New filter lets you narrow results by invoice status

  • Status column is included in exports

Step-by-Step Guide:

  1. Access Invoice Search:

    • Log into Invoice Automate

    • Navigate to Insights > Invoice Search

  2. View Approved Invoices:

    • Approved invoices now appear in the search list along with processed ones

  3. See Invoice Status:

    • Each invoice displays a status such as:

      • Completed (Approved)

      • Pending Approval

      • Overdue

      • Duplicated

      • Recurring

      • Pending PM Approval

  4. Use Filters:

    • Use the Status filter to show only invoices with a selected status

    • The filter behaves like the B+A Job Insights filter

  5. Export View:

    • Export your search results with invoice status included


FAQs & Troubleshooting:

Q: I don’t see my approved invoices. Why?
A: Make sure they’ve been fully approved and you're searching in the Invoice Search tab under Insights.

Q: Can I export invoice status?
A: Yes, the status column is included in downloaded reports.

Q: What statuses are supported in the filter?
A: Examples include Completed (Approved), Overdue, Duplicated, Pending Approval, and more.

Q: Does this update apply to all agencies?
A: Yes, for all IA users across integrated agencies using the Invoice Search tab.

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