Search

You can perform a search by clicking on forstørrelsesglasset or using the shortcut CTRL K.
This search can be performed anywhere on BatchFlow.

First, select the company you want to search within.

You’ll then see a range of different search criteria.

Each selection allows you to specify exactly what you’re looking for, such as all documents with an invoice date in this quarter or within a specific date range.

You can also select multiple search criteria, such as a specific vendor.

Once your search is complete, it will show how many documents match the search in each widget, as well as a sample of the three most recent documents.

If you click on “pilen” next to a document, it will take you directly to that document.