Each of our list views – both Invoices and Purchase Orders, have the option to customise what fields are shown. Once a field is shown in the list view you can sort on it. There are also pre-set filters for
- Export Status
- Approval Status
- Time Period
So let’s say we want to sort on Pending approval and the current approver.
First off we need to add the Approver into the list view.
Click the table icon as shown below
Then enable the current approver
Now save the list view and return to your list view
Now we can sort on the Approver so we can see invoices grouped by approver.
You can also export this list by multi selecting and then exporting to CSV