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:
Another option is to press downward arrow on right side of a column and tick desired value to filter results:
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:
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:
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.
The filter is now shown below document type’s folder:
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