You can filter and search documents using the available filters described below :
- Companies filter
Use the Companies dropdown to filter documents by company.
- Click on the Companies dropdown.
- Select one or more companies for which you want to view the documents.
- You can type a company name in the search field to quickly find the company you want to select.
- You can also select All companies to view documents for all companies at the same time.
2. Date filter
Use the Date dropdown to select the time range for displayed documents.
- Click on the Date dropdown.
- Select a predefined period, such as Today, Last week, Last 6 months, or Last year.
- Alternatively, click Select specific to custom select start and end dates.
3. Category filter
Use the Category dropdown to filter documents by category.
Select Statements and Reports category
4. Reference filter
Use the Reference dropdown to filter documents by accounts.
- Click on the Reference dropdown.
- Select one or more accounts to view documents related to those accounts.
- The listed accounts are linked to the selected companies.
- Accounts are listed only if documents are available for them within the selected period.