Toolbar Actions

Written by Uday Kumar Updated

Overview

The toolbar and table controls in the Documents page help you quickly find, export, customize, and review the records you need. Unless noted otherwise, these actions are available in both the Active Data, Written to SoR, and Dismissed Documents sub‑tabs.

Download Records

To export the document records currently in view:

  1. Click the Download button in the toolbar.

  2. A CSV file is downloaded containing all records based on your current filters and column selections.

Use this option when you want a simple extract of the table as you see it on screen (for example, filtered to a specific vendor or date range).

Download button in the Documents toolb

Figure 1. Download button in the Documents toolbar

Refresh Table

To make sure you are working with the most up‑to‑date information:

  • Click the Refresh icon in the toolbar.

This reloads the table with the latest records and any recent changes (such as new documents, updated statuses, or edited fields).

Refresh icon in the Documents toolbar

Figure 2. Refresh icon in the Documents toolbar

Filter or Search for Specific Records

Use the search bar and filter fields at the top of the table to narrow results by vendor, confidence level, status, amount, date, and other properties.

  • Type in the search field to match keywords (for example, vendor name, invoice number, attachment name).

  • Use the filter controls to apply structured filters (for example, date ranges, numeric amounts, or pick‑lists).

Search fields in the Documents table

Figure 3a. Search fields in the Documents table
Filter fields in the Documents tableFigure 3b. Filter fields in the Documents table

Table 1. Filter and Search Fields – Documents Table

Filter Field Purpose/Function Operators/Options Example Usage
Vendor Name Filter invoices by supplier/vendor name. contains Enter part or full vendor name to match.
Doc Classification Filter by document type (e.g., Invoice). If “Other” is selected, no invoice data is extracted and invoice fields will be blank; use this to find non-invoice documents for dismissal or reclassification. in / not in Select to include/exclude certain types.
Confidence Level Filter by the extraction confidence assigned by the system (High, Medium, Low). in / not in Filter for only Low or High confidence.
Vendor Status Filter documents by vendor association (Known, Unknown, Unenrolled). in / not in View only "Known" vendor records.
Invoice Number Filter by invoice ID as provided by the supplier. contains Enter invoice number or a portion of it.
Date Filter documents by invoice date. on or after, on or before, between Show all after a specific date.
Attachment Name Filter by the name of the attached invoice files. contains Find by part or full attachment name.
Currency Filter by invoice currency type (e.g., USD). contains Search for a specific currency.
Total Amount Filter invoices by total billed amount. equal or greater, equal or less Find invoices above $1,000.
Net Total Filter by net invoice amount. equal or greater, equal or less Find net amounts below $0.
PO Filter by purchase order number. contains Enter a PO number or partial match.
Received Date Filter by the date the document was received in the system. on or after, on or before, between See invoices received after 07/01/2025.
Status Filter by workflow status (e.g., Manual Vendor Bill, New, Edited, Record updated) in / not in Show only "Manual Vendor Bill" records.
Dismissed Reason Filter by the reason provided when a document was dismissed. contains Search for documents dismissed as "Duplicate" or any reason.

Tip: You can combine multiple filters for very granular results.
For example, filter by Vendor Name = “Accenture”, Date = “on or after” 01/01/2025, and Status = “Manual Vendor Bill” to isolate only the records you need for reporting or audit.

Customize Table Columns

You can control which columns appear in the Documents table to focus on the information that matters most to you.

To customize columns:

  1. Click the Edit Columns (column editor) icon above the table.

  2. In the dialog, select or clear the checkboxes for the columns you want to show or hide.

  3. Click Apply to update the table.

Notes:

Note 1: Some columns are mandatory for record identification and are locked; these cannot be removed.

Note 2: Other columns are optional and can be shown or hidden as needed.

Note 3: To revert to the default configuration, click Restore Default at the bottom of the dialog.

Edit Columns dialog – customizing the

Figure 4. Edit Columns dialog – customizing the table display

Export Activity Reports

In addition to downloading the current table view, you can export activity reports from the Documents toolbar in the Active Data, Written to SoR, and Dismissed sub‑tabs. These reports are useful for monitoring AI Agent automation and invoice processing over time.

To export an activity report:

  1. Click the Download button in the toolbar.

  2. In the dropdown, select either AI Agent Activity or Invoice Activity.

  3. In the popup dialog, enter the desired Start Date and End Date.

  4. Click Download to export the report as a CSV file.

Export Activity Reports dialog – AI

Figure 5a. Export Activity Reports dialog – AI Agent Activity

Export Activity Reports dialog – Inv

Figure 5b. Export Activity Reports dialog – Invoice Activity

Report types

  • AI Agent Activity
    Provides details on automated AI Agent actions (e.g., extraction, classification, matching), including timestamps and outcomes for the selected date range.

  • Invoice Activity
    Summarizes invoice processing events and status changes (for example, creation, edits, write‑to‑SoR, dismissal) for the selected period.

Use these CSV exports for compliance, process review, performance monitoring, and audit tracking.

Tip: Choose the report type and date range that align with your review.
For example, export AI Agent Activity for the last month to evaluate automation performance, or export Invoice Activity for a quarter to support audit or month‑end close reviews.