Search, filter, and save views (Purchase Orders)
The Purchase Orders page uses Mod AI's unified data-table — the same toolbar pattern you'll see on Invoices, Receipts, Vendors, and other list pages. If you've used Invoices > Searching & Filtering, this page works identically; only the specific filter fields differ.
Purchase orders list with the saved-view tab bar above and PO rows showing PO number, vendor, date, status, and total columns.
Saved view tabs
The row of tabs at the top of the PO list is your saved-view bar. The PO list ships with a single system tab — All — plus any custom views you've created. Unlike Invoices, the PO list does not include invoice workflow tabs such as Needs Review, Pending Approval, Exported, or Archived.
Custom views
Click New view at the right end of the tab bar to save your current filters, columns, and sort order as a new view. See Saved views below.
Manage menu
Every tab has a Manage dropdown for rename, set-as-default, or delete. The All tab can be renamed but not deleted.
Search
The search box matches text across multiple fields simultaneously:
- PO number (full or partial)
- Vendor name
Results filter as you type — no need to press Enter.
Filter
Click Filter to open the filter rules panel. Rules combine with AND logic (a PO must match every rule to appear).
| Filter | Operators |
|---|---|
| PO Number | is exactly, is not, contains, starts with, includes, does not include, is empty, is not empty |
| PO Date | before, after, between, in the last N days |
| Vendor | is, is not, is empty, is one of |
| Total Amount | is greater than, is at least, is less than, is at most, is between |
| Currency | is, is one of |
The filter list is dynamic — the Vendor operator's value list only shows vendors that appear in your POs.
Click the X next to any rule to remove it. Click Clear all to wipe every rule.
Sort
Click the Sorted by (column name) button in the toolbar to open the sort menu, or click any column header directly. The header-click cycle is: ascending → descending → no sort. The active sort column shows a small arrow.
Common sorts: PO Date (recent or oldest first), Total Amount (highest or lowest), Status (group by state).
Columns
Click Columns to open the column-visibility panel. Toggle columns on or off, drag the column-header edge to resize, and your choices save to your profile per saved view.
Available columns include PO Number, PO Date, Vendor, Total Amount, and integration-specific columns where applicable.
Saved views
Saved views capture the full state of the toolbar — filters, sort, column visibility, column order — under a name. They appear as tabs.
Create a saved view
- Apply the filters, column visibility, and sort you want this view to capture. Use the Filter, Columns, and Sort buttons in the toolbar above the table.
- In the toolbar, find the + (or New view) button at the right end of the tab row.
- Click it. A small Create View dialog opens.
- Give the view a clear name (for example, Open POs Unmatched, High Value, Awaiting Receipt).
- Click Save. The new view appears as its own tab at the top of the page.
The dirty-state pill
When you modify a saved view (change a filter, hide a column, change sort), a small pill appears in the toolbar showing the view is unsaved:
- Save — overwrite the saved view with the current state.
- Reset — discard your changes and return to the saved state.
Switching to a different tab without resolving the pill abandons the changes for that view.
Default view
Use the Manage dropdown on any tab to set it as the default — that view will be selected when you first load the page. Each user has their own default.
High-value saved views for POs:
- Open POs Unmatched — open POs without a matched invoice. Surfaces commitments not yet billed.
- My Pending Approvals — POs where you're the assigned approver.
- High Value — POs above a dollar threshold for extra scrutiny.
- Aged Open — open POs created more than 90 days ago.
- Awaiting Receipt — partially received POs that need follow-up.
Bulk actions
Selecting one or more rows (via the checkbox column) reveals the Bulk actions menu. Available actions depend on row selection and your permissions.