Searching, Filtering, and Downloading Submissions
At the top of the table, you will have the option to search for submissions.
Search by SOC invoice number, amount min/max and amount type, a specific date range, date type, and location of your choice.
You can also filter by payee or submitter location, view by Merchant number or ID, or simply for the merchant number yourself in the search bar.
For easier access, you can filter by date range or choose from a list of quick date ranges.
When all filters have been applied, you can download submissions with the selected view or change one of your filters right within the download modal. Download in .CSV, .XLS. or .PDF formats.
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