How to view and filter invoices in techAUDIT [Step-by-Step guide]

Invoices need to be imported manually into techAUDIT. 

Once imported, their information will be available at the Invoices view, and several actions can be performed from that point on.

This article focuses on viewing and filtering invoices information. 

To access the module you will have to:

1. Select Invoices from the left menu under the Audit section.

Once there, the screen will show the list of invoices (as well as Carrier and Service) with their estimated data for:

• Invoice number
• Invoice date
• Carrier
• Processing Status
  • Imported: The invoice has been imported (a record was generated in the system).
  • Processing: The invoice is being processed.
  • Processed: The invoice has been fully processed.
  • Error: The invoice had an unsuccessful attempt to be processed.
  • Archived: The invoice has been archived, regardless of its previous status.
• Estimated charge
• Actual charges
• Currency used in the transaction.
• If there is a difference between the actual and estimated charge.

2. Click on the Advanced filter button to access the filtering options popup.

3. Select the desired filters from the available options.

4. Click apply to refresh the invoice list with the specified filters.

The available filters are:

• Processing Status: Filters by the different processing statuses.
• Difference: Filters based on whether there's a difference between the actual and estimated charges.
• Location: Filters by warehouse location.
• Account: Filters by the carrier account used.
• Carrier: Filters by the carrier. 
• Year: Filters by invoice year and/or date.

Once the filters have been applied, you will see the applicable information on screen.

If you feel more comfortable working offline with it, you can export the information in CSV format.