You can filter imported invoices to view their details and take further action. 


NOTE: To import invoices, refer to: How to Import Invoices into techAUDIT [Step-by-Step guide].


To filter invoices:


1. Click Invoices from the left menu under the Audit section.


The screen displays a list of invoices along with key data, including: 

  • Invoice Number
  • Invoice Date
  • Carrier
  • Processing Status
    • Imported: The invoice has been imported (a record was generated in the system).
    • Processing: The invoice is being processed.
    • Processed: Processing completed successfully. 
    • Error: Processing attempt failed.
    • Archived: The invoice was archived.
  • Est. Charge: Estimated charge when processed in techSHIP. 
  • Act. Charge: Actual charge from the carrier.
  • Currency: Currency used in the transaction.
  • Difference: Indicates if there's a mismatch between estimated and actual charges.


2. Click the Advanced Filter icon to open the filter options.



3. Set the following filters as needed:

  • Processing Status: Filters by the different processing statuses.
  • Difference: Filters invoices where there is (or isn't) a mismatch between estimated and actual charges. 
  • Location: Filters by warehouse location.
  • Account: Filters by the carrier account used.
  • Carrier: Filters by the carrier. 
  • Year: Filters by invoice year and/or date.


4. Press Apply.



After filtering, you can review individual invoice details as explained in How to View Invoice Details and Lines in techAUDIT [Step-by-Step guide].


NOTE: If needed, you can export the filtered list in CSV format for offline review as detailed in: How to Export Invoices in techAUDIT [Step-by-Step guide].