Filtering invoices

Filtering invoices, for eg to hide closed invoices so only invoices outstanding can be viewed.

Sometimes, outstanding invoices appear on the 2nd, 3rd page and are then “forgotten” about.

Can a filter drop down be added to filter the invoices list, by for eg viewed, or draft etc.

Replies

Mark

August 27, 2010 staff

Yeah, the current filtering is not the ideal. We are working on improving the filtering and sorting capabilities of the app, which would solve these issues.

We’ll let you know when those updates becomes available.

Nathan

August 31, 2010

Oh man, that would be awesome. I’m having the same issue & a simple filter would be awesome!

Lee Bates

November 8, 2010

I was just about to raise the same question when I saw this post!
+1 for me too.

Mark

November 25, 2010 staff

Hi All,

We’ve made some major improvements in CurdBee UI on how the filtering & sorting is done. Check it out and let us know whether this helps you.

Amrit

November 25, 2010

The option here to narrow the list for the first set is to delete invoices.

You would probably never want to do that.

A simple checkboxe to remove closed/settled invoices would been better.

Lakshan

November 25, 2010 staff

Entering the string “draft sent viewed paid” will filter out the closed invoices from the list.

We’ll introduce an option to have saved filters soon.

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