How to Filter Invoices in techAUDIT [Step-by-Step guide]

You can filter imported invoices to view their details and take further action. 

NOTE: To import invoices, refer to: How to Import Invoices into techAUDIT [Step-by-Step guide].

To filter invoices:

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

The screen displays a list of invoices along with key data, including: 

• 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: Processing completed successfully. 
  • Error: Processing attempt failed.
  • Archived: The invoice was archived.
• Est. Charge: Estimated charge when processed in techSHIP. 
• Act. Charge: Actual charge from the carrier.
• Currency: Currency used in the transaction.
• Difference: Indicates if there's a mismatch between estimated and actual charges.

2. Click the Advanced Filter icon to open the filter options.

3. Set the following filters as needed:

• Processing Status: Filters by the different processing statuses.
• Difference: Filters invoices where there is (or isn't) a mismatch between estimated and actual 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.

4. Press Apply.

After filtering, you can review individual invoice details as explained in How to View Invoice Details and Lines in techAUDIT [Step-by-Step guide].

NOTE: If needed, you can export the filtered list in CSV format for offline review as detailed in: How to Export Invoices in techAUDIT [Step-by-Step guide].