Start Reports & Analytics What are advanced filters, and how do they work in Reports?

What are advanced filters, and how do they work in Reports?

Get focused on your accounting data with GetMyInvoices’ powerful advanced data filters. Together with the standard filters that help narrow down specific documents, advanced filters lets you drill down deeper into your business insights with just a few clicks. It helps to provide a more accurate visualization of your invoice reports, so you can be more informed with what’s going on with your accounting processes.

The following steps are all you need to get started with advanced filters in Reports.

Step 1. From the GetMyInvoices dashboard, click Reports on the left-side menu.

Step 2. On the Reports page, navigate to the upper right corner and click the funnel icon labeled Advanced Search.

Step 3. A pop-up selection window shows up with customizable options for advanced filters.

Step 4. After customizing your advanced filters, click Search. Report results will be updated instantly.

Note: If you’ve linked multiple portals from different countries of origin, any extracted foreign currency data will be converted to the default currency you’ve set in your account settings. Foreign currency values will be converted to the foreign exchange rate in effect on the day you generate your reports.