If you're searching for a document and it is not appearing in your search results, the most common reason is the date range filter. By default, the system only searches for documents dated within a 3-month date range, ending on the current date.

This means any invoices that fall outside the last 3 months will not be shown unless you update your search criteria.

How to Fix It:

To make sure you see all relevant invoices, you can do one of the following:

Option 1: Clear the Date Fields

• Remove the values from both the start and end date fields.
• Click the Search button again.
• This will return all documents, regardless of when they were received.

Option 2: Change the Date Type

• Use the dropdown next to the date field to change the date type from "Date" to "Date Received".
• This can help find documents based on the date they were uploaded or entered into the system.

Important Setting:

Make sure the "Documents To Include" field is set to "All (including deleted/rejected)".
If it is not, you might miss documents that were previously deleted or rejected.