Under the menu option System configuration - Search filter, it is possible to specify the options that should be in the drop-down list Customised status on the search form in the invoice application.
The purpose of this drop-down list is to be able to filter the search result based on more parameters than those in the drop-down list Invoice status.
View existing search filters
Click the View button to list the filter options available in the application.
Add search filter
If you want to add a new Search filter, contact us by registering a ticket in the customer portal
Edit search filters
To edit a filter, click on it in the list, the same form as when a new filter is opened, but with the information filled in. Make changes and click Save
The following must be specified:
| Field | Description |
|---|---|
| Name | Name of the filter |
| Description | The description of the filter is shown on the search form |
| SQL for active invoices | Enter the SQL query that retrieves the correct invoices from those that are active. |
| SQL for already processed invoices | Enter the SQL query that retrieves the correct invoices from those that are archived. |
| Company | Choose whether the filter should be in all companies or just one. The System option (all companies) means that you do not have to set up the same filter in each company separately. However, it is only possible to search in one company at a time on the search form. |
Delete search filter
To delete a search filter, click on it in the list and then click Delete.