# Search filters and options

The filter bar at the top of the register is where You narrow down what You're looking at. The available filters are:

* **Status:** pick one or more statuses to show only invoices at a specific stage
* **Users:** filter by who's involved in the confirmation flow
* **Dimensions:** filter by cost objectives like cost centre, project, or department
* **Invoice types:** filter by invoice type (purchase invoice, expense, etc.)
* **More:** additional filters including supplier, date ranges, amount ranges, buyer (useful when working with related companies), channel, and document format

You can also set a **time range** using the dropdown in the top right (for example "Last 90 days") and navigate between periods with the arrow buttons.

<figure><img src="/files/0ptZkjKh9NynKELmWaIj" alt=""><figcaption></figcaption></figure>

### **Saving filters**

If You use the same combination of filters regularly - like "assigned invoices due this week" or "exported invoices from last quarter" - You can save it for quick access.

After setting Your filters, click "Save as filter template" and give it a name. Next time, just pick it from the "Saved Filter" dropdown and click Apply. To delete a saved filter You no longer need, open the dropdown and click the trash icon next to it.

This is worth doing for the views You check every day. It saves time and makes sure You're not forgetting to apply a filter.

### **Exporting to Excel**

When You need to analyse invoice data outside of Fitek - for cost analysis, audit reporting, or sharing with colleagues who don't have Fitek access - You can export directly from the register.

Click "Export invoices" and You'll see two options:

**Export to XLSX with transaction rows:** each row in the Excel represents a posting line. You get the invoice header data plus the account, VAT code, and all cost objectives for each transaction row. This is what You want for financial analysis: costs by account, by cost centre, by project, by supplier.

**Export to XLSX with approvals:** each row shows the invoice header data plus the full confirmation flow history: who approved or rejected, when, and at which step. This is what You want for audit trails and compliance reviews.

Both exports respect the filters You've applied, so You only get the invoices You're looking at. The file includes a "Buyer" column, which is especially useful when You're working with related companies and need to see which entity each invoice belongs to.

### **Creating a new invoice**

If You need to enter an invoice manually - for example, when You received it outside the normal import channels - click the "Create new invoice" button in the top right corner. Keep in mind that manually created invoices don't go through automatic processing (FitekAI and autotransactions aren't applied at creation), but You can apply autotransactions manually afterwards.

{% hint style="info" %}
**Practical tips**\
\
**For approvers:** create a saved filter for "Status = Assigned" to see Your approval queue at a glance. If You want to prioritise, add a due date filter to catch invoices that are close to or past their payment deadline.

**For accountants:** use the "New supplier" label to quickly spot invoices that need supplier card completion before they can be exported. Pair this with the email notification for new suppliers in company settings so Your team gets daily alerts.

**For export monitoring:** if invoices seem stuck, filter by "Export pending" and check how long they've been waiting. If an exported invoice didn't arrive in Your ERP, find it in the register, verify the status, and use "Resend to export" if needed. Exporting the list to Excel with transaction rows gives You something concrete to compare against what Your ERP received.

**For analysis:** export with transaction rows and use Excel pivot tables to summarise costs by account, cost centre, department, project, or supplier. Save the filter as a template so You can repeat it next quarter with one click.
{% endhint %}


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