Searching and filtering the bills list

What this does

The bills list displays all your recorded bills. Using search and filters, you can quickly find the exact bills you need — whether you want to see all unpaid bills from one vendor, all bills from a specific date range, or bills over a certain amount.

Before you start

• You have access to view bills (standard permission for users in accounting roles).
• You know the basic details about the bill you are looking for (vendor name, approximate date, or status).

Steps

1. Go to Purchases → Bills → Open in Usystems

   The bills list appears, showing all your bills in a table with columns for bill number, vendor, date, status, and amount.

2. To search by vendor or bill number:

   Use the search box at the top of the list. Type the vendor name, bill number, or any partial match. Usystems searches as you type and shows matching results.

   Example: Type "Ahmed" to find all bills from vendors with Ahmed in their name.

3. To filter by status:

   Look for a status filter or dropdown near the search area (usually labeled "Status" or shown as filter icons). Select one or more statuses:

   • Draft — bills not yet confirmed
   • Unpaid — bills confirmed but not paid
   • Partially Paid — bills with some payment recorded
   • Paid — bills fully settled
   • Cancelled — bills that are cancelled

   The list updates to show only bills in the selected status.

4. To filter by date range:

   Look for a date filter. You may see fields for "From Date" and "To Date" or a date range picker. Select or enter the start and end dates you want. The list updates to show bills created or dated within that range.

5. To filter by amount:

   Some lists include an amount filter. Enter a minimum amount, maximum amount, or both. The list updates to show bills matching the range.

6. To combine filters:

   You can use search and multiple filters at once. For example: search for a vendor AND filter by status Unpaid AND filter for bills from the last 30 days. All filters apply together to narrow your results.

7. To clear filters and see all bills:

   Click a "Clear filters" button or "Reset" option if available, or manually deselect all filter options.

Tips & common mistakes

• Partial searches work: You do not need to type the complete vendor name — Usystems finds partial matches.
• Multiple statuses: Most filter controls let you select more than one status at once (Unpaid + Partially Paid, for example).
• Date format: If you type a date manually, use your system's standard format (e.g., MM/DD/YYYY in the US, DD/MM/YYYY elsewhere). Usystems usually accepts dates in multiple formats.
• Sort the list: Click any column header (Vendor, Date, Amount, Status) to sort ascending or descending. Click again to reverse.

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