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  5. Filters

Filters

Each user can set its own filters to show certain documents and can save the filter for later use.

You can apply quick filter just by typing some characters above column header:

Picture 1: Applying quick filter

Another option is to press downward arrow on right side of a column and tick desired value to filter results:

Picture 3: Set filters by selecting value in drop-down menu

You can opt filter if results contains or does not contain selected value.
By clicking on “clear” you obviously clear applied filter.

Setting columns and saving filters

You can start setting filters by right-clicking on header of a column in document list and set visible columns by ticking and unticking the corresponding boxes:

Picture 2: Set filters by right-clicking the header of a column

By clicking on header you can also:

  • Hide current column
  • Restore column settings to default
  • Manage columns
  • Aggregate rows

Another way to set filter is to click on icon on far right side of the main window:

Picture 3: Setting columns view

To save a filter simply right-click on document type folder and select “Save current filter”.
Enter filter’s name and press ok or hit enter to save the filter.

Picture 4: Save current filter

The filter is now shown below document type’s folder:

Picture 5: Saved filter

Filtered documents are now always shown when selecting saved filter.

Filtering with expressions

We can use special characters to set filters:

< = less than
> = greater than
= = equals
: = in between

For example, we would like to filter documents received this month. Expression we write in received date coulmn will be:

01.07.2021 : 31.07.2021

Results will show all received documents in July 2021.

On fileds with relative date value – eg. Value date – we can use following expression to show all invoices with value date within next 14 days:

t : t +14

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