How can I filter a list of invoices to only show those between certain dates?
Invoices and other lists can be filtered by any field in the document. To illustrate: We'll use the example of a date range of January 1, 2024- May 31, 2024.
1) Start by clicking the More Actions → Settings button and choose Configure List.
2) In the filter tab, find the field that you want to filter by and double click it. In this example, we will double click Invoice Date.
3) In the right-hand panel, choose a comparison operator and then type a value. In this example, we will choose greater than and enter the date one day before the beginning of the range. In this example, we will use December 31, 2023.
4) Click the line and choose copy then click More Actions then select Copy. This will copy the filter. Change the comparison to less than and enter the day after the latter end of the date range. In this example, we will enter June 1, 2024.
5) Click Finish Editing and Close.
6) The invoice list is now filtered.
Note: This list will stay filtered until you return to Configure List screen and uncheck the filters.
More Actions → Settings → Configure List.
Copying a line : Select the line → More Actions → Copy.
After choosing the field to filter (Invoice Date), comparison (Greater than and Less than) and the value (Date).
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