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Accounts Filter by Date & Job

In this article we take you through the steps in adding a new column for a billable date and how to filter your billables by the date and job associated.

Please note: In this article we are filtering quotes but the same steps apply for invoices, supplier invoices and orders.

Step 1: Navigate to Quotes and select the triple dots on the table to add new column

  1. This will turn on the Quote Date column.

  2. You can sort by this column by clicking on Quote Date

Screenshot 2026-03-18 at 9.12.15 AM

Step 2: Select Filters and select Quote Date 

  1. You can filter your Quote Date by Expired, Yesterday, Today, Tomorrow, This Week, Next Week, This Month or select a specific Date Range.

Screenshot 2026-03-18 at 9.18.27 AM

Step 3: Select Filters and select Job

  1. Select Add 

  2. Choose the Jobs that you'd like to filter by. You can also search for the Jobs in the search bar. 
  3. Click Ok - you will now have filtered your Quotes by Jobs. 

Screenshot 2026-03-18 at 9.19.59 AM