Advanced Search
in Accounts Payable Automation Platform
Find any AP document quickly by searching across all your data in one place.
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How Stampli supports Advanced Search
Stampli’s Advanced Search lets you find any invoice, expense, or payment document in seconds. Search through all your AP data from one screen, filter results to find exactly what you need, and export information in the format you want. Whether you’re looking for a specific invoice, preparing for an audit, or gathering vendor payment history, Advanced Search helps you find it fast.
The problems that face AP teams
Finding specific invoices or payment records is time-consuming when you have to search through thousands of documents. AP teams often spend hours looking through files to answer vendor questions or prepare for audits. When documents are spread across different systems and basic search tools show too many irrelevant results, important information can be missed or overlooked.
Stampli’s approach
Stampli’s Advanced Search stands out by offering the most comprehensive search capabilities in the market, enabling users to search across multiple document types from a single interface. Our solution dramatically reduces time spent searching for information by providing powerful filtering options across virtually any field, including custom fields and GL accounts.
The intuitive table view with sortable columns and saved search functionality streamlines frequent searches, while flexible export options support various reporting needs.
This centralized approach not only improves AP team productivity but also enhances vendor relationships through faster issue resolution and supports better decision-making with quick access to comprehensive AP data.
Key features
Multi-document search
Search across Invoices, Expenses, and Payments simultaneously from a single, unified interface.
Comprehensive field search
Search by virtually any field, including standard header-level fields, custom fields, GL accounts, keywords, and more.
Advanced table view
View results in a customizable table format with sortable columns for easier data analysis.
Extensive sorting capabilities
Sort results by multiple criteria including Invoice No., Vendor, Due Date, Status, and many more fields.
Saved searches
Save frequently used search criteria for quick access to common searches.
Flexible export options
Export search results to XLSX or CSV formats, or download invoices directly as PDFs with complete audit trails.
Date range filtering
Filter results by various date ranges including invoice date, due date, and payment date.
User activity tracking
Search by specific users involved in transactions for enhanced accountability.
Status-based filtering
Filter documents by current status, urgency, and export status.
Custom field support
Include custom fields in search criteria for organization-specific needs.
Stampli Success Stories
CASE STUDY
Kiva Doubles AP Productivity with Greater Invoice Visibility
Learn how complete visibility with Advanced Search has helped provide a more accurate picture of AP for a better month end close
Advanced Search FAQ
Can I search across multiple document types at once?
Yes, Stampli’s Advanced Search allows you to simultaneously search across Invoices, Expenses, and Payments from a single interface.
How many fields can I search through?
You can search through virtually any field available in Stampli, including standard header-level fields, custom fields, GL accounts, and more.
Can I save my frequently used searches?
Yes, you can save search criteria for quick access to commonly used searches, improving efficiency for routine tasks.
What export options are available for search results?
You can export search results to XLSX or CSV files, or download invoices directly as PDFs, complete with all record details and audit trails.
Can I search for specific users who have handled a document?
Is it possible to filter by date ranges?
Yes, you can filter by multiple date types including invoice date, due date, processing date, and payment date.
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