Search and Filters tools

Written by Uday Kumar Updated

Search and Filter Tools Overview

The Search and Filter tools in the SmartGL \ AP Accruals Mailbox help you quickly locate specific accrual messages, threads, and vendor responses in a high-volume environment. Use the Quick Search bar for fast keyword-based lookups and Advanced Filters for precise, multi-field queries across senders, labels, processing states, and timing.

You can also save frequently used filter combinations for reuse.

How to Use Search and Filters

  1. Open the Mailbox tab in SmartGL \ AP Accruals.
  2. At the top of the message list, locate the search bar and filter controls.
  3. Use the Quick Search bar to type keywords, email addresses, vendor names, or phrases, then press Enter or click the search icon.
  4. For more targeted results, open the filter dropdowns (for example, Record Match, From, To, Subject, Label, Processing State), choose your criteria, and click Apply.
  5. Combine multiple filters (for example, NeedsHumanAttention + Unread) for granular results.

Figure 1. Mailbox Search and Filter Controls

Table 1. SmartGL \ AP Accruals Mailbox Filter Fields

Filter Field Operator / Options Description
Record Match Select (multi-choice) Filter by linked record (for example, vendor).
From contains Filter by sender's email address.
To contains Filter by recipient address.
Cc contains Filter by copied recipients in the Cc field.
Subject contains Filter for specific keywords in the subject line.
Label Select (multi-choice) Filter by workflow label (for example, Draft-JournalEntry-Created, EmailBounced, NeedsHumanAttention).
Body contains Search the message body for specific keywords or phrases.
Processing State Select (In Progress, Done, Stalled) Filter by email processing state.
Date equals, before, after (date picker) Filter by sent/received date or date range.
Read Status Select (Read, Unread) Filter by message read status.
Last Read By Select (multi-choice) Filter by the user who last opened the message.
High Importance Select Filter by messages marked as high importance.
More + — Opens additional filter options.

Saving and Reusing Filters

Saved filters let you reuse common filter combinations without reapplying them each time.

To save a filter

  1. Apply the filters you want to save.
  2. Click Save Filter below the filter row.
  3. In the Save Filter dialog, enter a descriptive Name.
  4. Click Save.

To apply a saved filter

  1. Click My Filters in the upper-right area of the Mailbox.
  2. Select a saved filter from the dropdown list. The Mailbox updates immediately to show matching messages.

To edit or delete a saved filter

  1. Click the three-dot menu next to the filter name.
  2. Choose Edit to rename or update the filter, or Delete to remove it.

Figure 2. My Filters dropdown with saved filters