Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
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Learning Video Collection
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 arrow icon to add new column
Step 2: Select Columns then tick Quote Date
Step 3: Select Filters
As you can see below, the new quote date column is added to the list.
Step 4: Filter by Quote Date
You can filter your Quote Date by Expired, Yestreday, Today, Tomorrow, This Week, Next Week, This Month or select a specific Date Range.
Step 5: Filter by Job
Here you can filter your quotes by ones associated with jobs.
Step 6: Select your Jobs then OK
As you can see below the quotes associated with the chosen jobs will appear in the list. Select to clear filters.