The Invoice List can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of Invoices, based on your selected criteria.
As an example, if you wanted to know how many Invoices are classified
as paid, you could check the Paid/Closed checkbox
from the View Invoices With Status
section. Click the “Filter List” button. You will see the total records label has changed above the list and gives you a
total count of all Invoices classified as paid. The list has also changed, and
displays only Invoices classified as paid.
To get started, General Financials > Invoices/Receivables - from the main menu on the left hand side.
This will open your invoice list. To filter the list, click the “Filter List” button.
The Filter List panel
will open above the list…
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Invoices can be filtered by:
- Client ID
- Member ID
- Precinct (Select District First)
- View Invoices With Status
- Campaign ID
- Event ID
- Date Type
- Start Date
- End Date
- Invoice Total Range
Click the “Filter List” button and the list will
display only the Invoices that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
You can also save your filters, to use again at
a later time. After you filter the list, open the filters menu by clicking
the icon in the filter box. When the filter menu opens, choose “Save Filter”. This will bring
up the “Add A New Filter” window. Enter a name for the filter and click the
“Add This Filter” button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose “Load Filter”. A list of saved filters will be displayed.
Click the filter you want to load. The filter will be applied and your list
will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose “Delete Filter”. A list of saved filters will be displayed. Click the
filter you want to delete. The filter will be deleted, the filter box will
close and the list will be reset back to its original state.