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Search and Filter Invoices from the List View

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The list view is where you can see the full list of your Invoices, along with the invoice details at a glance. 

Each user can arrange the layout of the screen according to their own preferences and liking.

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Search 

Search allows you to find any field within the Invoice list. The example below shows results populated for tire.

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  1. In the Search field, enter the search term.

Search results automatically populate.

Saved View - Filter a Column Example 

When viewing the invoice list, you may want to change the invoice columns and sort order. The Save View let's you set up the invoice listing and then save it for next time.

This is best explained using an example. I want to create a saved list view for invoices that are associated to customer County Road Co and add the Budget column to the list view. 

Step 1. Reorder Columns 

  1. Drag and drop the Customer column to the front of the listDRAGDROP.gif

Step 2. Filter the Column 

  1. Click on the filter clipboard_e5c79ab0f26436f123fb3694841dcbbc0.png icon within the Customer column. The list of customers display.
  2. Select County Road Co.
  3. Click the OK button. The status column is filtered to display all invoices for County Road Co.

Step 3. Add a column from the Column Chooser 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Column Chooser. The column chooser displays.
  3. Drag and drop the Budget column to the Invoice Management column headings. The Budget column displays on the invoice list.

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Step 4. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select a who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Saved View - Toggle List Grouping Example

When you view the invoice list, you may want to group the list view by a column. This let's you see the invoice listing in a different way. Let's look at the example where we group by customer.

Step 1.Group by a Column 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.pngicon .
  2. Select Toggle List Grouping.
  3. Drag and drop a column header to the group by. The Invoice list is toggled by group.

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Step 2. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select who can access this view options, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View 

The next time you want to use the saved view you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

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 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

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Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon

  1. Click on apply selected. The saved view displays.