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Q. How do we filter invoices to include users

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Q. How do we filter invoices to include users

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


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