As a Payhawk accountant, you can efficiently search through, sort, and organize your company purchases by applying the available purchase filters and attributes, grouped in categories.
Filters allow you to group company purchases based on data like an expense category or supplier, or based on criteria such as who created the purchase request, whether it is reviewed or not, its approver, and more. After applying filters to your company's purchases, you can save that view for quick access whenever needed.
Searching through purchases
You can search through your company purchases by purchase title and identifier.
The search option applies to all purchases.
To search for a specific purchase:
In the Payhawk web portal, go to Purchases.
Click on the Search icon. In the input field, enter the desired value, such as a part of or the entire PO identifier (PO-000008 in the following example).
Applying filters to purchases
You can utilize and aggregate the available filters to quickly get the information you need about purchases at your company.
In the Payhawk web portal, go to Purchases.
Click on + Add filter.
Select the criteria, enter the required values (if any), and click on Done.
To further refine your search, add other filters by clicking + Add filter and adding the desired criteria in the same way.
Once you've filtered the company purchases based on the desired criteria, you can save the filtered view to access it quickly later on when needed.