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Mark and View Favorite Invoices in Advanced Search

Using the Favorites marker within Stampli's Advanced Search

Written by Phillip Reid

The Favorites marker in Advanced Search lets you bookmark invoices for quick access later. Favorites are especially useful for invoices you need to monitor, review, or reference frequently.

Mark an invoice as a favorite

  1. Open Advanced Search.

  2. Locate the invoice you want to save.

  3. Click the star icon on the left side of the invoice row.

The star is highlighted when the invoice is marked as a favorite.

Note: Favorites are personal to your Stampli account. Marking an invoice as a favorite does not affect what other users see.

View your favorite invoices

  1. From the Advanced Search window, click Favorites in the upper-right corner.

  2. Your favorited invoices will appear in a pane on the left.

  3. Select an invoice from the pane to open or review it.

The Favorites button is located in the upper-right corner of the Advanced Search window.

Export or print invoices in bulk

Favorites cannot currently be bulk-printed or bulk-exported directly from the Favorites pane.

To work with multiple invoices:

  • Use the available Advanced Search filters to find the invoices.

  • Click Export to File to download the search results.

  • To print invoices, use the Printer icon in Stampli Reports.

Using Favorites alongside Advanced Search filters makes it easier to keep important invoices within reach without repeatedly searching through your full invoice list.

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