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.

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. 

iPhone and iPad

1. From the side-navigation menu, 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

Android

1. From the side-navigation menu, 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 side-navigation menu, tap 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
4. Select tax year option: all years or a specific tax year