The Archive tab is your home for all bills that have completed the approval workflow in MakersHub. Beyond serving as a historical record, it functions as a powerful reporting tool — allowing you to filter your invoice data by vendor, item, GL code, and more, then export the results to Excel for deeper analysis.
This article will walk you through how to use Quick Filters and the Create Filter feature to slice your AP data, save filters for recurring use, and export your results at both the invoice and line-item level.
Getting Started
Navigate to Financial in the left-hand menu, then select the Bills Archive tab. Before applying any filters, set your date range at the top of the page. This scopes everything you see to the time period you care about — whether that's the last 30 days, a full fiscal year, or your entire history in MakersHub.
Quick Filters
Quick Filters are the dropdown menus along the top of the Archive view. Use these for fast, single-dimension lookups.
You can filter by:
Tag — find bills labeled during the approval process
Vendor — isolate all bills from a specific supplier
Approver — view bills processed by a particular team member
Invoice Number or Total Amount — locate a specific bill when you already know the details
For more layered filtering across multiple dimensions at once, use Create Filter.
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Create Filter (Advanced)
Note
Saved filters are personal to your user account. They will not be visible to other users on your team, so each user can build and maintain their own set of views independently.
Click the Create Filter button, located to the left of the Quick Filter dropdowns. This opens the advanced filter builder where you can combine multiple filter criteria.
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Add a Filter Name to save and reuse the filter in the future.
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Click Select Filter to set the filter criteria. Then Select operator and define the trigger by which this filter will activate.
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Click the blue AND button to add an additional field.
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Should you want only one met condition to trigger the filter, clicking Match ALL conditions will switch to Match ONE conditions - this flips the condition logic from AND to OR.
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Once you have entered the conditions in which you want your filter to activate, select Apply Filter.
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With the filter applied, there are a few actions you can take. From left to right:
Click the Down Arrow with four lines to sort through filter results.
Click the XLSX icon to download the bill/receipt data to an Excel file.
Select the Zip File icon to download the bills/receipts to pdfs.
Clear Filter to turn off the filter and see all of the bills/receipt.
Click the dropdown arrow beside the current filter name to select a different filter.
Click the Edit button to make changes to the filter.
Click the Trash icon to delete the filter.
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Tip: Exported Data
The default export columns are a strong starting point, but MakersHub can customize the export to fit your reporting needs. Reach out to the support team if you’d like columns added, removed, or reorganized.