Customize Your Invoice Search Results
Invoice Search is one of the most popular features on the Transware Platform today. Our clients and their carriers are loving the quick filter buckets for payment status (Paid/Pending/Rejected/etc), and the easy to understand invoice processing statuses. We did our best to select a set of the most popular fields to return with your search. However, we also recognize that sometimes a little flexibility goes a long way, and we are seeing an increasing number of users interested in getting different data from Transware.
By default, the Invoice Search fields include:
By opening the Additional Actions menu (… icon) and selecting the Add field to view item, a menu will open that allows you to add/remove/reorder the fields that are returned in your search. More than 45 fields are available to choose from, and your changes are persistent – your customizations are saved until you change them again!
Choose from additional fields in these categories:
If you have made a lot of customizations to your results grid, sometimes it is easier to restore the defaults and start over. Clicking the Reset fields button in the Add fields to view menu is the easiest way to revert back the default field selections and order.
The fields available to you in the “Add fields to view” menu depend on several factors, like your Transware user role and organization. Not seeing something you need? Reach out to firstname.lastname@example.org to request a field.