**REMINDER**: There are three irregular invoice categories: *Matching Exceptions*, *Hold for Receiving*, and *Other Holds*. This guide solely focuses on viewing invoices in the third category. Review the [**Irregular Invoice Reporting web page**](//purchasing.ucla.edu/accounts-payable/irregular-invoices/reporting) to learn how to run a custom search for the other categories.

Log in to [BruinBuy *Plus*](https://bruinbuyplus.ucla.edu/).

Home Shopping Dashboard with Account Payable menu open. Cursor selects the Search for Invoices hyperlink.

From the *Home Shopping Dashboard*, navigate to the *Account Payable* menu and select **Search for Invoices**.

Search Invoices page with Cursor selecting the Created Date: Last 90 days filter dropdown menu.

Click the **Created Date: Last 90 days** filter.

Search Invoices page with the Created Date: Last 90 days filter dropdown menu open. Cursor selects the All radio button.

Search Invoices page with the Created Date: Last 90 days filter dropdown menu open. Cursor selects the Apply button.

Search Invoices page, with cursor selecting the Configure Columns (gear) icon.

Click the **Configure Columns (gear)** icon.

Configure Column Display dialogue box, with cursor calling attention to the Type to Filter Available Columns... field.

In the *Configure Column Display* dialogue box, enter **Holds Reason** in the *Type to Filter Available Columns...* field.

Configure Column Display dialogue box, with cursor calling selecting the Hold Reason* check box.

Navigate back to the *Type to Filter Available Columns...* field. Enter **Department**.

Configure Column Display dialogue box, with cursor calling selecting the Department* check box.

Configure Column Display dialogue box, with cursor selecting the Apply button.

**Hold Reason** and **Department** have been added to the list of columns. To arrange the columns in your desired order, drag the field names or use the UP / DOWN arrows.

Click the **Apply** button.

Search Invoices page, highlighting the Hold Reason and Department columns.

On the *Search Invoices* page, **Hold Reason** and **Department** have been added to the search columns.

Search Invoices page with the Filters dropdown menu open. Cursor selects the Hold Reason checkbox.

To filter for invoices with a hold reason, select the **\*Hold Reason** checkbox from the *Add Filter* dropdown menu.

Search Invoices page with the Hold Reason filter dropdown menu open. Cursor selects the Any Value plus sign icon.

Select the *Any Value* **plus sign** icon.

Search Invoices page with the Hold Reason filter dropdown menu open. Cursor selects the Apply button.

Search Invoices page with Filters dropdown menu open. Cursor selects the Department* checkbox.

From the *Search Invoices* page, enter **Department** in the the *Filters* dropdown menu. Select the **\*Department** option.

Search Invoices page with the Department filter dropdown menu open. Cursor highlights the Search field.

Enter your **department number** or select the **plus sign** icon to add multiple departments, as applicable.

Search Invoices page with the Department filter dropdown menu open. Cursor selects the Apply button.

Search Invoices page with the Filters dropdown menu open. Cursor selects the Invoice Status check box.

From the *Search Invoices* page, select the **Invoice Status** option from the *Filters* dropdown menu.

Search Invoices page with Invoice Status filter dropdown menu open. Cursor selects the Pending checkbox.

Search Invoices page with Invoice Status filter dropdown menu open. Cursor selects the Apply button.

Search Invoices page, highlighting the Invoice Status, Hold Reason, and Department columns.

The *Search Invoices* page now lists **Invoice Status**, **Hold Reason**, and **Department**.

You have now successfully created a custom search that shows your unit's  **pending** invoices with an **"Other Holds" hold reason**!

Search Results page, with cursor selecting the Save As button.

Once the applicable search filters have been applied to the *Search Results*, click the **Save As** button to save your search for future reference.

Save Search dialogue box, with cursor selecting the Nickname field.

In the *Save Search* dialogue box, enter a name for the search in the **Nickname** field.

To enter an optional description for this search, click the **Add Description** accordion.

Save Search dialogue box, calling attention to the Add New (folder) dropdown menu.

**NOTE**: It is recommended to add a personalized folder to quickly access your saved searches.

To add a new folder for your searches, click **Add New**.

Save Search dialogue box, with cursor selecting the Save button.

Select the desired folder save location. Click the **Save** button.

Search Invoices page, with cursor selecting the My Searches tab.

From the *Search Invoices* page, select the **My Searches** tab.

Search Invoices page, My Searches tab, with cursor selecting the hyperlink for a saved search.

From the *My Searches* tab, locate and select the desired saved search under the **Favorite Searches** section.

Search Invoices page, My Searches tab, with cursor selecting the ellipsis (...) icon next to a desired search hyperlink.

From the *My Searches* tab, locate the desired saved search under the **Favorite Searches** section. Select the **ellipsis (...)** icon next to the desired search.

Open Ellipsis (...) dropdown menu, with cursor selecting the Export option.

Select the **Export** action from the *Ellipsis (...)* dropdown menu.

**IMPORTANT:** The dropdown option will not include **Export** if the search is currently open.

Export Invoices dialogue box, with cursor selecting the Submit button.

In the *Export Invoices* dialogue box, update the file title as desired, and ensure **Screen Layout** is selected in the *Type* dropdown menu.

Click the **Submit** button.

Search Invoices page displaying green export success message. Cursor selects the *Search Invoices* page. Select the message’s Manage Search Exports link.

A success message will appear on the *Search Invoices* page. Select the message’s **Manage Search Exports** link to navigate to the generated file.

**NOTE**: The file can also be accessed through the top navigation **Notifications / Action Items** flag.

Manage Exports page, with cursor selecting a hyperlinked title.

To download the file, select the desired hyperlinked title.

**NOTE**: Items with a **Generating Export File** status will not be hyperlinked until they have a **Completed** status.

This guide provides step-by-step instructions for viewing a list of irregular invoices in the "Other Holds" category.