Tutorials & demos

Duplicates, filters and search

Find anything across every client — by date, status, vendor, amount, label or document number.

2026-09-25 · 0:47

Watch on its own page, with chapters and the transcript

With hundreds of invoices across many clients, finding the one you need should take seconds. Invoreg gives you quick filters for the common cases, a duplicates view, an advanced filter for anything specific, and search by document number.

Quick filters

At the top of Buying, one click narrows the list to:

  • Previous month or previous year
  • Duplicates: every invoice that arrived more than once
  • Deleted documents, to check what was removed

You can also switch which date the list uses: payment date, document date or upload date.

Duplicates

The same invoice often arrives twice: once by email and again by post, or as a "reminder" with the invoice attached. Invoreg flags the second copy as a duplicate, links it to the original, so it isn't registered a second time by accident.

Duplicates are checked against invoices already in the workspace and against bills already in the accounting software, so a copy is caught even when the original was entered some other way. Why this matters: the quiet cost of registering the same invoice twice.

Advanced filter

Open the filter for anything more specific. You can combine:

  • Dates and amounts that are between two values, equal to a value, or greater than it
  • Company, the supplier the invoice is from
  • Status, such as new, AI parsed or registered
  • Who uploaded it
  • Operation title and labels

Apply, and the list shows only the matching invoices.

Search, labels and totals

  • Search by document number to jump straight to one invoice.
  • Labels are your own coloured tags (for example "Query with supplier" or "Year-end"). Apply them to many documents at once, then filter by them.
  • Totals for a selection: select or filter a set of documents and Invoreg shows their combined amount, which is useful when you agree a supplier statement.

Common questions

What if a duplicate is actually a second, genuine invoice? Open it and check. The flag stops it from being posted by accident; it doesn't delete anything.

Are invoices already in my accounting software shown? Yes. Invoices fetched from the accounting software are matched to their uploaded documents and marked registered, so you can see what is already booked.

Next: working as a team, with comments, tagging and permissions.