Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Accounts Filter by other dates
In this article we show you how to filter your invoices list by other dates. You can select to filter by Due Date, Created Date and Updated Date.
Please note: In this example we are filtering Invoices but the same steps apply for Quotes, Supplier Invoices and Orders.
Step 1: Navigate to Accounts and select Invoices
Step 2: Within Invoices list select Filters
Step 3: Tick on and then select to filter by Due Date, Created Date, Updated Date
For Due Date you can select to filter for Overdue, Yesterday, Today, Tomorrow, This Week, Next Week, This Month or use a specific Date Range.
Step 4: Select from one of the options to filter for Created Date and Updated Date
For Created Date and Update Date you can select to filter for Yesterday, Today, This Week, This Month or select a specific Date Range.