First off, you have respective document lists.
- Purchases
- Invoices
- Purchase Requisitions
Each of these document lists are customisable at a user level to display the fields that are important to you and the display order. The display order should default to the “created date” but you may need to actually display this field yourself by clicking the table icon on the right-hand side.Â
You also have various filters you can apply – such as All, Last 30 Days and Last month. These are typically all based on the “created date” of the document though, so bear this in mind. An invoice date could be 31/5/2021 but the created date might be 3/6/2021 so wouldn’t necessarily appear in “Last Month”
You can also Filter here – you will notice the search bar. This is searching inside the results though. This is in effect filtered searching.