Bills - Ensure search filters persist when navigating back from an individual bill
We have to approve multi invoices (purchase bills) from the same supplier; currently we enter the company name in the search bar, which brings up the suppliers purchase bill listing. We then open to view each bill, to check details, amounts, and the project to which it is assigned to then approve it. From there we click back using the arrow (top left of screen) to the original listing for that supplier, who should still be showing in the search bar, to do the same process for their next bill approval. However, we can only do this process (go arrow back) twice after which the name in the search bar disappears and the complete listing of all companies are then displayed. So we have to type into the search bar again the name of that same company to restart the process. I don't know if this is a glitch that the name is removed from the search bar after the second time of going back, after completing this process. Is there anything that can be done to stop the name removing itself from the search bar, if we want to continue opening each purchase bill from them to check and approve?
Maria Lovell
shared this idea
Hi Maria, thanks for sharing your feedback. We understand to maintain a filtered list when working through bills, especially in longer workflows.
This is already supported through the New Bill Quick View, which lets you stay in context while reviewing and approving items. Here’s how it works:
- Go to the Awaiting Approval tab (or another relevant tab) and apply your filters.
- Select a bill to open the Quick View panel on the right.
- Review the bill details in Quick View.
- Click Approve and next to move through your filtered list without losing your place.
