Search option: Date

To search for documents or batches by date:

  1. When searching for invoices, click Date in the Invoices dialog to limit the list. Or, when searching for batches, click Date in the Batches dialog to limit the list.
  2. In the first drop-down list, select whether you are looking for documents that were created, scanned, interpreted, approved, or transferred on a specific date or dates.
  3. In the second drop-down list, select a time frame:
    On date The date you type. Example:

    You type: 20191230

    Resulting selection: December 30, 2019

    Before date All dates before but not including the date you type. Example:

    You type: 20191230

    Resulting selection: All dates before December 30, 2019

    After date All dates after but not including the date you type. Example:

    You type: 20191230

    Resulting selection: All dates after December 30, 2019

    Between dates All dates in the range of dates including the start and end date. Example:

    You type: 20181230 and 20190125

    Resulting selection: All dates from December 30, 2018 through January 25, 2019

  4. Select your date or dates in the other boxes. (Windows short date formats are used.)