Accessing filters
Navigate to documents Go to your dashboard and click on the "Documents" section to see all your processed receipts and invoices.
Filter panel The filters panel appears on the left side of your documents view, giving you multiple ways to narrow down your search.
Available filters
Search: Type keywords to find specific merchants, amounts, or document details across all your documents.
Date range: Click "Pick a date" to filter documents by specific time periods - useful for monthly reports or tax year preparation.
Email account: Filter by specific email accounts if you have multiple connected sources. Select "All accounts" to see everything.
Document type: Choose between receipts, invoices, bills, or view all document types together.
Payment status: Filter by payment status to track paid versus unpaid invoices and bills.
Merchant: Search for documents from specific vendors or merchants you regularly purchase from.
Last 4 digits: Filter by the last four digits of credit cards or bank accounts used for payments.
Labels: Use custom labels you've created to organize documents by project, category, or client.
Entity: Filter by business entity if you manage multiple companies or departments.
Document tabs
All documents: View your complete document library with all processed receipts and invoices.
Exported: See documents that have been exported to accounting software or downloaded as reports.
Duplicates: Review potential duplicate documents that Receiptor AI has identified for cleanup.
Combining filters
Use multiple filters together to create specific views - for example, filter by date range and merchant to see all Amazon purchases from last quarter.