Video Tutorial
Filtering Records
The web interface allows:
various search methods
simple – within one specific column
combined – the searched value can match multiple criteria simultaneously
In addition to individual filtering, certain modules have filters pre-configured. For example, invoices always have a filter applied to the current accounting period 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 Filter" to expand the range of required data.
Once added, the individual data items will appear at the level where the filter function is located. Each item must be added individually using the + symbol.
Once you have filtered all the required data, save the filter.
At this point, you can save the filter along with the option to save the columns and their order "for yourself only" or as a global filter shared with other users.
Default filters will also be saved — for example, for invoices, the filter for the current accounting period.
Saved filters are then visible in the given module by clicking the filter icon, along with an indication of whether they are personal or shared.
After selecting a saved filter, you can view the contents of its conditions.
You can also use the + symbol at the same filter level to add additional criteria, and choose whether to add a new condition to the existing filter or save it as a new extended filter.
Column Settings
Column settings are available in every module. They allow you to customize the view so that it displays the content you need.
You can always find it in the bottom-right corner (the "Settings" button),
or by right-clicking on the header of any column.
In the settings, you can reorder columns,
hide visible columns, or conversely show hidden columns.
You can also reorder columns outside of the settings. Simply grab a column header and drag it to the desired position (drag & drop).
Permissions to Save Columns as Default for All Users
Column settings can be saved by a user with sufficient permissions (usually an administrator) to set the current configuration as the default for other users. Applying this setting will overwrite the configuration for all users who are using the default settings, or for users who do not have permission to configure columns.
Users who have their own custom settings and also have the ability to configure columns will not have their settings overwritten. However, they can manually apply this configuration themselves.
