Create a filter

You can create a  filter A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right.  from scratch or by copying and editing an existing filter.

• Creating a filter from scratch

  To create a new filter from scratch:

  1. In the main menu, select the area that you wish to create the filter for:
     • Clients
     • Business > Invoices
     • Business > Work in Progress
     • Business > Quotes

  2. Select the down-arrow next to the page title. Names of available filters are displayed.

     The page title is the name of the filter currently in use (All Clients, All Invoices, All Quotes or Work in Progress by default). As soon as you select a filter, that filter name is used as the page title and will stay as the page title until you select another filter.

  3. Select + New Filter.
  4. Complete the fields, adding new conditions as required. Any field that contains text will be searched using the filter, so you can easily find specific invoices, for example, based on a common description you used for a client.
     • More...
       • You can find or exclude specific text in any Invoice, WIP or Quote by using the Any Text item. The match is not case sensitive.
       • When using dates in your filter, it is better to use a relative date (such as tomorrow or end of next week) rather than a specific calendar date. If you use a specific calendar date, you will need to modify the filter each time you use it.
       • You can add as many conditions as you wish to a filter. The more conditions you add, the more specific the filter becomes.
       • For Clients, Invoices and Quotes, you can choose to search through a sub-set of all the available items, such as archived items.
       • For Clients you can limit your search to Starred items, which are clients you have already pre-selected by flagging them with a star. This is useful if you want to limit the scope of the search to a small group of clients.
  5. Preview to check that the filter is working as required.
  6. Save when you are satisfied that the filter is correct.

• Creating a filter by copying

  To create a new filter by saving and editing an existing filter:

  1. In the main menu, select the area that you wish to create the filter for:
     • Clients
     • Business > Invoices
     • Business > Work in Progress
     • Business > Quotes
  2. Select the down-arrow next to the page title. Names of available filters are displayed.

     The page title is the name of the filter currently in use (All Clients, All Invoices, All Quotes or Work in Progress by default). As soon as you select a filter, that filter name is used as the page title and will stay as the page title until you select another filter.

  3. Select Edit next to the name of the filter you wish to copy.
  4. On the Edit <filter name> screen, make changes to the filter, as required.
  5. Preview to check that the filter is working as required.
  6. When you are satisfied that the filter is correct, select the down-arrow on the Save button and select Save as....
  7. In the Name your Filter dialog, type the name to use for the new filter and then Save.