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Filtering, searching, and sorting bills

Emily P.
  • Updated

This article will walk through how to filter, search, and sort through your imported bills in Relay.

Please note: Relay's Bill Pay feature is only available to customers subscribed to Relay Pro with an active Xero or QuickBooks Online Bill Pay integration.

Accessing your bills in Relay

Once logged into Relay on your desktop, navigate to the Payments tab and select Bills from the dropdown menu to access the bills you've imported into Relay from Xero or QuickBooks.

Filtering bills

Once you've navigated to your Bills page, you can start filtering your bills. Here's how:

  1. To filter all of your unpaid bills (or bills awaiting approval), click on the Filter button in the top left corner of the bill table.
  2. Select whether you would like to filter bills by their amount, the date they were invoiced, their due date, or any combination of these three categories.
  3. Select your desired before/after/between qualifier for the amount or date of bills which you would like to filter, fill out the required fields, and then click Apply.
  4. Filters will remain applied until they are manually cleared. To clear a filter, click on the Filter button again, then click Clear.

Searching for specific bills

You can also search for individual bills from within your bill table. Here's how:

  1. To search for a bill by payee name or invoice number, click Search next to the Filter button.
  2. Enter the payee's partial or full name, or an invoice number, in the search bar.
  3. The bill are you searching for should appear, as long as it's been imported from your accounting software into Relay.

Sorting bills

You can also easily sort your bills within your bill table. Here's how:

  1. To adjust how bills are sorted, click on a descriptor tab (Payee name, Status, Due date, etc.) within the bill table.
  2. The first click will list the subject in ascending order (e.g., for due dates, this will list bills with the closest due date first; for amounts, this will list bills with the lowest amounts first, etc.).
  3. A second click on the descriptor tab will list the bills in descending order (for due dates, this will list bills with the furthest due date first; for amounts, this will list the bills with the highest amounts first, etc.).

How does Relay's Bill Pay feature work?

For a full overview of how Relay's Bill Pay feature works, please see Introduction to Bill Pay.

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