Searching and filtering bills in Exacc enables efficient location of specific supplier invoices amongst potentially hundreds or thousands of bill records. Search and filter functions support quick access to bills by supplier name, bill number, amount, status, date range, expense category, or any combination of criteria, dramatically reducing time spent manually browsing through long lists.
Filter capabilities allow complex queries combining multiple criteria simultaneously such as finding all overdue bills from a specific supplier within a certain amount range. Saved filter combinations provide one-click access to frequently used queries, whilst dynamic search provides real-time results as you type. These tools support efficient bill management, payment prioritisation, and financial analysis.
This guide walks you through accessing the bills list interface, using text search for keyword queries, applying status filters to prioritise actions, filtering by date ranges and periods, applying supplier and amount range filters, and saving filter combinations for repeated use or exporting filtered results for reporting.
Whether you are locating specific bill numbers for enquiries, identifying all overdue bills requiring immediate payment, finding bills from particular suppliers for reconciliation, analysing bills within specific expense categories, filtering bills by value ranges for approval workflows, or generating filtered reports for management review, understanding search and filter functionality ensures efficient bill management and rapid information access.
Follow these steps to effectively search and filter bills in Exacc for efficient information access
You now have comprehensive search and filter capabilities in Exacc. Use these powerful tools to quickly locate specific bills, prioritise payment processing, analyse spending patterns, and generate focused reports for efficient accounts payable management.