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How to search and filter your documents
How to search and filter your documents

Here's how to utilize the search and filter functions to better find and organize your documents.

Mads avatar
Written by Mads
Updated over a week ago

There are a number of ways to sort your documents in Bill Pay using the search and filter functions:

From there you can choose to sort by Due Date, Issue Date, or Date Uploaded. There are also several preloaded filters to choose from if you'd like.

Once the sort criteria are completed, simply click on Apply and the inbox will reload.

Searching documents

You can search directly for documents by clicking on the ๐Ÿ” icon in the upper right corner of the screen. When you click on the icon, it expands into a search box where you can search by vendor name, amount or document number.

Filtering documents

You also can create custom filters to find specific documents in Corpay One. To set up one or more filters, click on the filter icon to the left of the search icon, and the filter window will open. Here you can add as many criteria as you like, based on a number of different document attributes:

After selecting the criteria, be sure to click Apply to activate the filter. As soon as it's saved, only documents matching the filter's criteria will be shown, and the filter icon will show a green circle next to it. You can click it again and remove filters using the trashcan icons next to each filter.ย 

Search documents from the vendor page

Lastly, you can perform all of the above when viewing documents from a given vendor. From the Vendors page, click on the vendor in question. Then click the Documents tab to see all documents from that vendor:ย 

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