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Creating an Invoice Search View

This guide provides an overview of how to create an invoice search view.

In order for TeamConnect to export invoice data for payment, you need to create an AP search with the defined AP fields. The purpose of this search view is so that TeamConnect can determine the invoices to include with the output data.

For example, if you have TeamConnect Legal, you can create a search view so that when the Ready to send to AP field indicates that the invoices are ready and the Sent to AP field is empty, the output data will include the invoice.

If you are using custom fields, the Search Qualifiers of the search view determine the invoices that appear in the output data.

Note: The Search Qualifiers are specific to the custom fields you created in Adding AP Custom Fields to an Invoice.

From Setup, create a new search from the Search Views tab of the Invoice object definition. The tabs of the search may look similar to the following images:

Example of General Page for the Search View

Example of Filter Display Page for the Search View

Example of Results Display Page for the Search View

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