Search, sort & filter items in Pay

  • Updated

In Pay, you’ll see all of your payment requests, bills-to-be-paid, unsuccessful payments and more. To navigate through them easily, you can now search, sort and filter - finding exactly the item you’re looking for in minutes. 

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This article shows you how to:

  1. Search 
  2. Sort
  3. Filter

 

How to search for items in Pay 

Search any items by:

  • Vendor name.
  • Invoice number.
  • Bill amount.
  • Open balance of partially paid bill.
  • Payment amount.
  • Melio Payment ID.
  • Note to self.
  • Memo to vendor.

Searching for a specific item?

If you’re looking for a specific payment, but you’re not sure if it’s scheduled or paid, the search functionality will find you results from all three tabs and present them in the relevant one.

 

To run a search:

1. Go to your Melio account.

2. Click Pay in the sidebar to the left.

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3. Click the magnifying glass icon.

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4. Enter your search term in the search bar.

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5. The search results will be displayed in the different tabs.

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Sort items in Pay 

Sort items in each of your tabs: Inbox, Scheduled and Paid.

 

Sorting items in your Inbox:

The default order here is by most recent, from the newest added item to the oldest.

You can choose to sort items in the following order:

  • Most recent - you’ll see the newest added item first. If you want to reverse the order, click on the sort icon. 
  • Due date - lists items from the most recent date to the least. 
  • Vendor name - arranges the list in alphabetical order from A to Z.

 

Sorting items in the Scheduled tab:

The default order here is by deduction date, from the most recent to the least.

You can sort by:

  • Deduction date - lists items from the most recent date to the least. 
  • Vendor name - arranges the list in alphabetical order from A to Z.

 

Sorting items in the Paid tab:

The default order is by date processed, from the most recent to the least.

You can sort:

  • Processed date - arranges the list from most recent to least recent.
  • Vendor name - arrange the list in alphabetical order from A to Z.

 

To sort your list:

1. Go to your Melio account.

2. Click Pay in the sidebar on the left.

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3. Click the arrows.

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4. Select the criteria you want the list to be sorted by.

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Filter items in Pay 

Each tab has its own filtering criteria, and you can select more than one.

 

Filtering items in the Inbox tab:

You can filter by:

  • Status:
    • Failed.
    • Pending approval (shown for admins only).
    • Declined.
    • Payment request.
    • Unpaid (including partially paid bills).
  • Due date:
    • Overdue.
    • Due next week.
    • Due next month.
  • Vendors: arranges the list in an alphabetical order from A to Z.

 

Filtering items in the Scheduled tab:

You can filter by:

  • Pending payments: 
    • Bank account verification.
    • Admin approval.
    • Vendor delivery method details.
  • Vendors: arranges the list in an alphabetical order from A to Z.

 

Filtering items in the Paid tab:

You can filter by:

  • Status:
    • In progress - payments that were collected but vendors haven’t received the money yet 
    • Completed- payments that were collected and vendors got the money. Mark as paid - payments are considered as “completed”.
    • Paid - including partially paid.
  • Vendors: arranged the list in an alphabetical order from A to Z.

 

To filter your list:

1. Go to your Melio account.

2. Click Pay in the sidebar to the left.

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3. Click the funnel icon.

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4. Select the criteria you want the list to be filtered by.

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5. The results will be displayed in the different tabs.

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NOTE: Search & filter together to get more precise results

You can run a search and apply a filter on the same tab to get specific results, e.g. when searching all due bills for a specific vendor. 

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