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.
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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
- Tap on Invoices
- Tap on the 'Sorted by' drop down button
- Select option to sort your list: invoice date, invoice number, invoice due date, or client name
- Select tax year option: all years or a specific tax year
- Tap Apply to make changes
Web
- From the navigation menu, click on Invoices
- Click on the following header to sort your list: invoice date, invoice number, invoice due date, or client name
- Click on the financial tax year dropdown to select tax year sort option
- Select tax year option: all years or a specific tax year