Note: The global filters feature is available from version 2021.6.3.
The filter feature is available across all sections of the web interface. It lets you narrow down the list of items based on the criteria you specify. You can then save the filter.
The web interface supports:
various ways of searching
simple – in one specific column
combined – the searched value can match multiple criteria at the same time
In addition to custom filtering, some sections have certain filters preset. For example, in invoices, a filter for the current accounting period is always applied by default.
If you need to filter by a different field, use the "New filter" button.
You can filter by the visible list of properties or use "Advanced filtering" to expand the data you need.
Once added, the individual items are displayed at the level of the filter feature. You need to add them one by one using the + symbol.
Once you have filtered all the data you need, save the filter.
At this point, you can save the filter together with the option to save columns and their sorting, either "just for you" or as a global filter shared with other users.
Default filters will be saved as well—for invoices, for example, the filter for the current accounting period.
Saved filters are then visible in the given section after you click the filter symbol, along with information on whether they are personal or shared.
After selecting a saved filter, you can view the contents of its conditions.
In addition, you can again use the + symbol at the same level of the filter to add further criteria and choose whether to add a new condition to the filter or save it as a new extended filter.
