This article will teach you how to search for a Payable Invoice.
- From the Accounting menu, click Accounts Payable.
- From the Accounts Payable page, click the Search button.
- Upon clicking the Search button, complete the form presented:
| Field | Explanation |
|---|---|
| Invoice # | Enter the Payable Invoice number. |
| Date Range | Select or enter (MM/DD/YYYY) the date range. |
| Company | Select the applicable company. |
| Vendor | Enter the first three characters of the vendor name and then select it. |
| GL Code | Enter the first three characters of the GL Code and then select it. |
| Keyword | Enter any keywords associated with the Payable Invoice. |
| Amount | Enter the amount of the Payable Invoice. |
| Status | Select the status of the Payable Invoice. |
| Payment/Check # |
Enter the check number of the payment made for the Payable Invoice. Note: The payment/check # will populate only if the property's accounting system is synced with WorkSpace. |
- Click the Show Results button.
- From the Payables: Search page, you will see the results of your search.
- If applicable, click the Export button to export the search results in .CSV format.
- Once the Opening payables-export.csv window has opened, select Save File to save the file to your computer or select Open with to view the file, and then click OK.
- Your search results have now been exported.