WEBSITE

  • You can select the desired status from the upper toolbar. Invoices can be filtered by Paid/Unpaid/Overdue, estimates by Invoices/Issued/Outdated and purchase orders by Status. Expenses can be filtered by Paid/Unpaid/Overdue and by Category
  • Documents can be sorted by Number, Client, Issue date, Status, Amount and User name. Click on the respective category to sort the list.
  • All documents can be searched by Number, Client name and Total amount using the search function
  • Use the Date filter to display documents for a certain period. In the upper row click on This year and either choose Last year, Last month, This month, Lifetime or select your own time-frame. Then click Apply. Documents will be displayed based on their issue date and delivery date. When a delivery/execution date is entered the search results take that into account - e.g. an invoice created in December with a delivery date in January will appear on your January's list (and also in the Statistics/Dashboard)

You can combine all types of filters thus making your search efficient - for instance you can search for unpaid invoices from last year created for a specific client 


MOBILE APP 

  • You can filter your documents by the issue date when clicking on This year▼ on the upper side of your screen and choose Last year, Last month, This month, Lifetime. Documents will be displayed based on their issue date and delivery date. When a delivery/execution date is entered the search results take that into account - e.g. an invoice created in December with a delivery date in January will appear on your January's list (and also in the Statistics/Dashboard)
  • By clicking on the magnifying glass icon you can also search the documents by Number, Client name and Total amount
  • The search function is also enabled for Clients and Products

 

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