Date Range Filtering and Presets

The Bills Browser provides flexible date range controls that let you quickly filter bills to specific time periods. Whether you need to see bills from today only or review an entire year's worth of data, the date range tools make it easy to find what you need.

Date Range Controls

The date range section of the Bills Browser includes:

• Start Date — A date picker for the beginning of the range
• End Date — A date picker for the end of the range
• Preset Dropdown — A dropdown with common date range presets

When a date range is active, only bills whose bill date falls within the start and end dates (inclusive) are shown in the grid.

Preset Date Ranges

The preset dropdown provides quick access to commonly used date ranges:

Selecting a preset automatically updates the start and end date pickers and refreshes the bills grid. The default preset when the Bills Browser first opens is All Time (index 5 in the dropdown), which shows all bills regardless of date.

Custom Date Range

To set a custom date range that does not match any preset:

1. Click on the Start Date picker and select or type your desired start date
2. Click on the End Date picker and select or type your desired end date
3. The bills grid refreshes automatically to show bills within your custom range

Custom date ranges are useful for:

• Viewing bills for a specific month that is not the current month
• Filtering to a fiscal period that does not align with calendar months
• Focusing on a specific date range for auditing or reconciliation

How Dates Filter Bills

The date filter applies to the bill date (the date the bill was entered or received), not the due date or the payment date. This means:

• A bill entered on March 1 with a due date of March 31 will appear when filtering for March regardless of when the due date falls
• If you want to find bills by their due date, use the status filter (such as Overdue) or review the due date column in the grid

When All Time is selected, the date filter is removed entirely and the SQL query does not include any date restriction. This ensures maximum performance when loading all bills.

Combining Filters

Date range filtering works alongside all other filters on the Bills Browser:

• Vendor + Date — Show bills from a specific vendor within a date range
• Status + Date — Show overdue bills from this month only
• Location + Date — Show bills for a specific location this quarter
• All filters — Combine vendor, status, location, and date for maximum precision

All filters are applied simultaneously in a single database query, so the results are always accurate and performant.

What to Read Next

• Navigating the Bills Browser — Complete guide to all Bills Browser features
• Vendor Selection and Filtering — Filter by vendor
• Bills Report — Detailed and Summary Views — Date-filtered reports