INBOX sorting of documents

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  • Updated 6 years ago
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It would be easier if we could sort by document type in the "inbox", as I just do accounting for our firm, I have to sort thru tons of orders to find the remittance advices. Is there an easier way to find only the payments that have come into the inbox?
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Debra Blain

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Posted 6 years ago

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Hi Debra,

Thanks for posting in the Support Center! You can use the 'Search' feature to find your Remittance Advices more quickly, If you click on 'Search' in the top right corner of your screen, one of the filters you can use is labeled 'Document' and can sort by document type. From that drop-down menu you can select Remittance Advice, then filter by any other criteria you wish, then hit Search. This should bring up only the Remittance Advices you were looking for.

Please let me know if you have any questions or if you are not getting the search results you expected. Thank you!

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