Stay organized in your PredictAP Homepage and find invoices faster with the new filter tabs and advanced filtering tools.
Filter Tabs
At the top of your Homepage, invoices are grouped into filter tabs:
Needs Review
Failed
Delivered
Archived
Clicking on a tab will display only the invoices in that category. To disable the view, unclick the filter tab and view all invoices. This is the fastest way to narrow your view by invoice status.
Filter Feature
Users can filter any batch of invoices by Upload Date, Status, Uploader, Property, Expense Type, Purchase Order, and Vendor. Once you’re viewing invoices within a filter tab, you can further refine results using the filter panel (three-line filter icon)
Please note: multiple filtering categories can be selected at one time
When a filter is applied to the homepage, the filter icon will be highlighted. Filters stay active until you clear them. Clear filters to view all invoices.
To clear the filter from the homepage, click the 'Clear Filters' button, and the homepage will reset.
How to Save Filters
There is also the option to find specific invoices even faster with saved filters. Save your most used filters to apply them anytime with one click.
To save a filter first choose the relevant filter options that you would like applied. Once you've made your Filter selections, save and name the filter to access it again by clicking the Save Filter button.
Then, enter a name for your Filter.
Click Save Filter.
Saved Filters will appear in the Filter drop-down menu.
You can select this filtered view each time you log in to PredictAP.
This filter option will only be accessible within your individual PredictAP account. It will not populate in other users' accounts as an option.
How to Delete Saved Filters
Click the trashcan icon next to the saved Filter in the Filter drop-down list to delete it permanently.
Search Feature
Users can search for invoices by Vendor Name, Invoice Number, and Property/Entity Code. To clear the search bar, simply click the 'X'.
