Sort and Filter Document and Expense Lists

To better organize your document and expense lists, you can sort your data by the following: document date, document number, document due date, client name, and financial tax years.

Sort_Filter.gif

 

Your document and expense lists will automatically sort by your current financial tax year; you can change your tax year filter to sort by all years or a specific tax year. 

iOS and Android 

  1. Tap on Invoices
  2. Tap on the 'Sorted by' drop down button
  3. Select option to sort your list: invoice date, invoice number, invoice due date, or client name
  4. Select tax year option: all years or a specific tax year
  5. Tap Apply to make changes

Web

  1. From the navigation menu, click on Invoices
  2. Click on the following header to sort your list: invoice date, invoice number, invoice due date, or client name
  3. Click on the financial tax year dropdown to select tax year sort option
    • Select tax year option: all years or a specific tax year
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