Search and filters (web)

Owned by Morten Kjær
Last updated: Jun 24, 2024
4 min read
[ 1 Search ] [ 2 Create Filter ] [ 3 Save, choose and edit filter ]


On BatchFlow.dk, you have the option to use both the search function and filters to find exactly the invoices you need. Searching and filters are available from your inbox as well as from your personal archive.

 

You can export all results from your search to an Excel sheet when searching in your personal archive.

Search

In the search box, you can perform a quick search using the following fields:

  • DocId

  • Creditor name

  • Creditor number

  • Invoice number

  • Reference number

Additionally, it performs a free-text search within the invoices, meaning it looks at the text on the invoice itself. This can be useful if you remember a product name but not the exact creditor or invoice number.

Create Filter

If you want to search using more advanced criteria, intervals, or search within accounting details, you should use the filters tool.

The Add Filter button adds a new filter criterion.

Here you have the option to choose from all fields on the invoice, as well as all accounting fields. You can find values using the mouse and scroll wheel or by typing on the keyboard.

After selecting the desired value to filter, you now have the option to choose how the value should be filtered. For example, you can select that it should contain your search criterion, the invoice should be greater than a certain amount, or choose to only see invoices for specific projects.

Equals = Matches all invoices where the value exactly matches your search term.

Not equals = Matches all invoices where the value does not match your search term.

Less than = Value should be less than the search term (only for numbers and dates).

Greater than = Value should be greater than the search term (only for numbers and dates).

Contains = Value should contain your search term (for example, you can find "Futurelink" by simply searching "Future").

Does not contain = Value must not contain your search term.

One of = Select specific values from the list that you want to search for.

Not one of = Select values from the list that you do not want to appear in your results.

 

Here's an example where you want to display all invoices from three specific creditors over 10.000 DKK


You can add and combine as many filters and criteria as you need, and easily remove filters if you've added one too many by clicking on the red cross next to the filter.

Save, choose and edit filter

Once you have a filter that displays your desired results, you can save the filter for later use by clicking on Save Filter.

Give your filter a name. You can choose whether the filter should be automatically applied when you log in to BatchFlow by checking the Default Filter box.

When you want to select or edit your saved filters, you can click on Show Filters

Here you can view, edit, select, or delete filters.

When you no longer want to use a filter, simply click on Remove all filters

 

Remember that your personal archive only displays the invoices you have personally approved or rejected.