Another way to refine the results of the table is by applying filters to the list of documents. By default, there is a passive filter applied which hides documents that have been archived.


Adding filters

To add a filter, do as follows:

  1. Click Apply filter in the upper right corner of the screen.
  2. A side panel opens. Select the overall filter you wish to apply (e.g. Document type).
  3. In the list of subfilters that opens, select the filter(s) that you wish to filter the table by – e.g. the Purchase Order and Invoice filters – and click Apply filter.
  4. The side panel closes, and the table now only includes purchase orders and invoices. Also, in the search bar at the top, a filter box indicates that the chosen filters have been applied:


You can add as many filters as you like – the filter bar will be expanded with extra lines if necessary, to show all applied filter boxes.

Deleting filters

To clear any applied filter(s), simply click the x in the relevant filter box:



Predefined filters

A number of filters have been predefined. Currently, the following overall filters are available as predefined filters:


Filter name Filter description
Transaction Type Shows whether or not a document pertains to a sale or a purchase.
Document Type Filters by documents. Not a dynamic list – it is populated by all the document types available, not the ones which may apply to the available list of documents.
Status Filters by document status. Not a dynamic list – it is populated by all the possible statuses, not the ones which may apply to the available list of documents.
Copy indication Filters by whether the document is a legal original or not. Legal original documents are transacted on the Tradeshift platform (either created manually on the platform, or added via integration). Copy documents are documents uploaded to the Tradeshift platform from the company’s ERP (buyer-sourced documents), and they are representations of original documents. Currently, this filter only applies to invoices.
Date created Displays all the documents which match the date range specified by the user.

Presets: Last 30 days, Last 90 days, Last year
Date issued Displays all the documents which match the date range specified by the user.

Presets: Last 30 days, Last 90 days, Last year
Total value Allows you to filter by a range of totals for a specified currency.
Archived documents Shows or hides archived documents from the list. By default, archived documents are not visible.


Saving filter combinations

When a number of filters have been applied, it is possible to save the applied combination of filters (referred to as a "view" in the UI), so that it can easily be used again in future:

  1. Apply one or more filters as indicated above.
  2. On the right side of the filter bar, click Save to save the applied filter combination.
  3. A side panel opens. Under Name, enter a suitable name for the filter combination, and click Save view.

The filter combination will be saved and added to the list of available filters. To apply it again later, simply click Apply filter in the upper right corner of the screen and select the filter.

Editing saved filter combinations

To edit a saved filter combination, do as follows:

  1. Click Apply filter in the upper right corner of the screen.
  2. A side panel opens. Under Saved views, click the filter combination (view) you would like to edit.
  3. The filter combination is applied. Make the necessary changes by applying additional filters or deleting existing ones, and click Save.
  4. A message is displayed, listing two options:
  5. To update the existing filter combination, click Update view.
  6. To save the edited filter combination as a new one, click Save as a new view, enter a name for it, and click Save view.
  7. Depending on your choice, the filter combination is updated or saved as a new filter combination.

If you would like to rename or delete a saved filter combination, do as follows:

  1. Click Apply filter in the upper right corner of the screen.
  2. A side panel opens. Under Saved views, click Manage.
  3. A new side panel opens, displaying a list of all saved filter combinations (views). Click the one you would like to edit.
  4. The Edit view side panel opens. Make any necessary changes, and click Rename view or Delete view, depending on what you wish to do.

The list of filters will be updated accordingly.