Search and Filter Receipts

• Required User Permissions

• Search Receipts

• Search Receipt Line Items

• Filter Receipts

• Filter Receipt Line Items

Search Materials Receipts

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Receipts sub tab.

4. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

   • Receipt number

   • Vendor

5. Optional: To clear your search, clear the search box and click Apply.

Search Receipt Line Items

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Receipts sub tab.

4. Mark the checkbox to Show Line Items. Then click Apply.

5. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

   • Receipt number

   • Resource name

   • Vendor

6. Optional: To clear your search, clear the search box and click Apply.

Filter Materials Receipts

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Receipts sub tab.

4. Select from the following filters:

   • Date Received. Enter the date range the receipt was created.

   • Status. Select a receipt status.

   • Location. Select the default location for the receipt as a whole.

5. Click Apply.

6. Optional: To clear your filters, clear the filters and click Apply.

Filter Receipt Line Items

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Receipts sub tab.

4. Mark the checkbox to Show Line Items. Then click Apply.

5. Select from the following filters:

   • Date Received. Enter the date range the line item was received.

   • Status. Select a receipt status.

   • Location. Select a location for the line item on the receipt.