Search, sort & filter items in Pay

  • Updated

In Pay, you can see all of your vendors, bills to pay, scheduled payments, and more. To navigate through them easily, use search, sort and filter to find exactly the item you’re looking for in seconds.

The article shows you how to search, sort, and filter by tabs:

Search and sort the Vendors tab

Search

Search for vendors by the vendor's name.

To run a search:

1. Sign in to your Melio account.

2. Go to the Vendors tab.

3. Enter your search term in the search bar. Press Enter to get the results.

 

Sort

The default order is by Last paid, from the most recent payment scheduled to the least.

You can sort the list by:

  • Vendor name - Arrange the list in alphabetical order from A to Z.
  • Last paid - Arrange the list from most recent to least recent.

To sort your list:

1. Sign in to your Melio account.

2. Go to the Vendors tab.

3. Click the title of the column- Vendors or Last paid- you want to sort the list by.

 

Search and sort the Bills tab

Search

Search for bills by:

  • Vendor name.
  • Bill number.
  • Bill amount.
  • Note to self.

To run a search:

1. Sign in to your Melio account.

2. Go to the Bills tab.

3. Type your search term into the search bar. Press Enter to get the results.

 

Sort

The default order is by the bill’s due date, from the least recently added bill to the most recent.

You can sort the list by:

  • Vendor name - Arrange the list in alphabetical order from A to Z.
  • Bill number- Arrange in numerical order from the smallest to largest.
  • Creation date- Arrange the list from most recent to least recent.
  • Due date - Arrange the list from most recent to least recent.
  • Amount- Arrange the list from the highest amount to the lowest.

To sort your list:

1. Sign in to your Melio account.

2. Go to the Bills tab.

3. Click the title of the column you want to sort the list by.

 

Search and sort the Approvals tab

The Approval tab appears only in an owner or admin account. Also, only if you set approval workflows for scheduling payments.

Search

Search for payment to approve by:

  • Vendor name. 
  • Bill number. 
  • Payment amount.
  • Payment ID.
  • Memo to vendor.
  • Note to self.

To run a search:

1. Sign in to your Melio account.

2. Go to the Approvals tab.

3. Type your search term into the search bar. Press Enter to get the results.

 

Sort

The default order is by the debit date, from the oldest debit date to the most recent one.

You can sort the list by:

  • Vendor name - Arrange the list in alphabetical order from A to Z.
  • Scheduled by- Arrange the list in alphabetical order from A to Z.
  • Debit date - Arrange the list from most recent to least recent.
  • Amount- Arrange the list from the highest amount to the lowest.

To sort your list:

1. Sign in to your Melio account.

2. Go to the Approvals tab.

3. Click the title of the column you want to sort the list by.

 

Search, sort, and filter the Payments tab

The Payments tab includes 5 sub-tabs: All, Scheduled, In progress, Paid, and Failed.
Failed appears only when there is a failed.

Search

Search for payments by:

  • Vendor name. 
  • Bill number. 
  • Payment amount.
  • Payment ID.
  • Memo to vendor.
  • Note to self.

To run a search:

1. Sign in to your Melio account.

2. Go to the Payments tab.

3. Type your search term into the search bar. Press Enter to get the results.

The search functionality will run all over the Payment tab and present the results in the All tab or the relevant one.

 

Sort

You can sort any one of the sub-tabs in the Payments tab.

The default order is:

  • All- By the last payment that changed status. This way you can always keep track of the latest changes in your payments.
  • Scheduled- By the payment debit date, from the oldest debit date to the most recent one. 
  • In progress- By the payment debit date, from the oldest debit date to the most recent one.
  • Paid- By the payment delivery date, from the most recently paid to the oldest.
  • Failed- By the payment original debit date, from the oldest debit date to the most recent one. having the oldest first.

You can sort the list by:

  • All, Scheduled, In progress, and  Paid sub-tabs:
    • Vendor name - Arrange the list in alphabetical order from A to Z.
    • Debit date- Arrange the list from most recent to least recent.
    • Delivery date- Arrange the list from most recent to least recent.
    • Amount- Arrange the list from the highest amount to the lowest.
  • Failed sub-tab:
    • Vendor name - Arrange the list in alphabetical order from A to Z.
    • Debit date- Arrange the list from most recent to least recent.
    • Amount- Arrange the list from the highest amount to the lowest.

To sort your list:

1. Sign in to your Melio account.

2. Go to the Payments tab.

3. Click the title of the column you want to sort the list by.

 

Filter

The All sub-tab includes all the payments in every status. The other 4 sub-tabs act as filters for the All tab. You can filter the All list by the following:

  • Scheduled - Payments that were scheduled but have yet to be processed.
  • In progress - Payments that have been collected but not delivered to the vendor yet.
  • Paid - Payments that have been paid to the vendor.
  • Failed - Payments that couldn't be collected by your payment method or couldn't be delivered to your vendor.

By clicking any one of the 4 filters you can see only the relevant payments with that status.

Note: Not all filters are constant.

The Failed tab will appear only if there are failed payments.

 

Note: Search & filter together to get more precise results.

You can run a search in a filter sub-tab to get specific results, e.g. when searching for in progress payments for a specific vendor.

 

Sort the Financing tab

The Financing tab appears only if you made payments in installments. Here you can find all the repayments to Credit Key.

The default order is by the installment date. The next installment date will appear at the top. 

You can sort the list by For payment to, which is the name of the vendor you made the payment to. You can arrange the list in alphabetical order from A to Z.

 

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