Filter Accounts Payable Invoices

Easily filter Accounts Payable invoices by project, vendor, and status to manage financial data efficiently. This guide simplifies the sorting process, streamlining workflow and enhancing decision-making. Essential for optimising accounts payable operations.

Step By Step Guide

1. Click "Accounts Payable" on the Plexa Dashboard

2. Click the "Search Accounts Payable..." field

3. Click "All Date"

4. Click "Filter"

5. Enter all "Project" details including Vendor, Date received Cost Type, Status etc

6. Click "Filter"

Video Tutorial

For a visual guide, please watch the tutorial below