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 (invoices only), 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. 

iOS and Android 

  1. Navigate to the document section you wish to sort (invoices, estimates, purchase orders, credit memos) 
  2. Tap the Sorted by drop down button
  3. Choose how you would like your documents to be sorted by
    • Document date
    • Document number
    • Document due date (invoices only)
    • Client name
  4. Select tax year option
    • All tax years
    • Specific tax year
  5. Tap Apply 
  6. You can then tap on the arrow next to the sorted button to sort the documents in either ascending or descending order 

Web

  1. From the navigation menu, click on the document type you wish to sort (invoices, estimates, purchase orders, credit memos) 
  2. Above the documents, click on the header you wish to sort your documents by
    • Number
    • Client
    • Date (this refers to creation date)
    • Due date (invoices only)
    • You can then click on the header you choose again to sort the documents in either ascending or descending order 
  3. Click on the financial tax year dropdown to select tax year sort option
    • All tax years
    • Specific tax year
Sort_Filter.gif

Have more questions? Submit a request