Invoice List & Search

Search, filter, and manage your complete invoice database.

The Invoice List is your complete invoice database with powerful filtering, search, and bulk operations.

Searching Invoices

Use the search bar to find invoices by:

  • Vendor name
  • Invoice number
  • Description or line item content

Results update as you type for instant discovery.

Filtering

Status Filters

  • Pending Review — Awaiting verification
  • Verified — Confirmed and approved
  • Rejected — Excluded items
  • Exported — Previously exported to accounting

Payment Status

  • Paid
  • Unpaid
  • Partial payment

Category

Select one or multiple categories to narrow results.

Date Range

Filter by invoice date, due date, or processing date.

Smart Tabs

Active Invoices — All verified and pending invoices included in your spending analytics.

Excluded Invoices — Rejected items kept for audit trail but excluded from analytics.

Switch instantly without losing your filters or search context.

Invoice Detail View

Click any invoice to see complete details:

  • Vendor details — Name, email, address, tax ID
  • Invoice metadata — Number, date, due date, document type
  • Line items — Descriptions, quantities, unit prices, amounts
  • Tax breakdown — Subtotal, tax, and total separated
  • Payment information — Status and method
  • Source details — Original email and scan reference
  • AI confidence score — Extraction accuracy indicator
  • Attachment — Original PDF viewable inline

Edit any field inline if the AI extraction needs correction.

Inline PDF Viewing

View the original PDF attachment without downloading. Side-by-side comparison of extracted data and source document ensures accuracy at a glance.

Bulk Operations

Select multiple invoices and:

  • Verify — Mark several invoices as verified at once
  • Reject — Bulk-reject spam or duplicates
  • Export — Download selected invoices
  • Categorize — Update categories in bulk
  • Payment status — Change payment status for multiple items

Process hundreds of invoices in minutes instead of hours.

Export

Download invoice data for import into your accounting system. Exports include all extracted fields plus metadata for a complete record.