Search, filter, and save views (Receipts)
The Receipts page uses Mod AI's unified data-table — the same toolbar pattern as Invoices, POs, Vendors, and other list pages. If you've used Invoices > Searching & Filtering, this page works identically; only the specific filter fields differ.
Receipts list with the saved-view tab bar above and receipt rows showing receipt number, vendor, PO, and date.
Saved view tabs
The Receipts list ships with a single system tab — All — plus any custom views you've created. Unlike Invoices, the Receipts list does not include invoice workflow tabs such as Needs Review, Pending Approval, Exported, or Archived.
Custom views
Click New view at the right end of the tab bar to save current filters, columns, and sort as a new view.
Manage menu
The All tab has a Manage dropdown for rename and set-as-default. It can be renamed but not deleted.
Search
The search box matches text across:
- Receipt number (full or partial)
- Vendor name
- Associated PO number
Results filter as you type.
Filter
Click Filter to open the filter rules panel. Rules combine with AND logic.
| Filter | Operators |
|---|---|
| Receipt Number | is exactly, is not, contains, starts with, includes, does not include, is empty, is not empty |
| Delivery Date | before, after, between, in the last N days |
| Transaction Date | before, after, between, in the last N days |
| Vendor | is, is not, is empty, is one of |
| Vendor Name | is exactly, contains, starts with, is empty |
| PO Number | is exactly, contains, is empty, is one of |
| Total Amount | is greater than, is at least, is less than, is at most, is between |
| Currency | is, is one of |
The Vendor and PO Number value lists are dynamic — only entities that appear in your receipts are shown.
Sort
Click the Sorted by (column name) button to open the sort menu, or click any column header directly. The column-header cycle is: ascending → descending → no sort. Common sorts: Receipt Date (recent first), Vendor (alphabetical), Status (group by state).
Columns
Click Columns to open the column-visibility panel. Toggle on/off, drag column-header edges to resize. Choices save to your profile per saved view.
Available columns include Receipt Number, Transaction Date, Vendor, Total Amount, Uploaded, and PO-related columns where applicable.
Saved views
Saved views capture filters + sort + column visibility + column order under a name. They appear as tabs.
Create a saved view
- Apply the filters, column visibility, and sort you want this view to capture. Use the Filter, Columns, and Sort buttons in the toolbar above the table.
- In the toolbar, find the + (or New view) button at the right end of the tab row.
- Click it. A small Create View dialog opens.
- Give the view a clear name (for example, Open Receipts Awaiting Match, Aged Open).
- Click Save. The new view appears as its own tab at the top of the page.
The dirty-state pill
When you modify a saved view, a small pill appears in the toolbar:
- Save — overwrite the saved view with the current state.
- Reset — discard your changes and return to the saved state.
Switching tabs without resolving the pill abandons the changes.
Default view
Use the Manage dropdown on any tab to set it as the default for your account.
High-value saved views for receipts:
- Open Receipts — received goods that haven't been invoiced yet.
- Awaiting Match — receipts not yet linked to a PO.
- Aged Open — open receipts created more than 30 days ago.
Bulk actions
Selecting one or more rows via the checkbox column reveals the Bulk actions menu in the toolbar.