Filter Options

Extensive filter options are provided for filtering the displayed list of transactions. Enter a selection on this tab, and when you move to the Details tab the filtered list of transactions will display.

Activity Type;
Displays Activity Types present in the Activity Codes attached to the unbilled transactions on the job
Activity Code;
Displays Activity Codes present in the Activity Codes attached to the unbilled transactions on the job
Sales Code;
Displays Sales Codes present in the Activity Codes attached to the unbilled transactions on the job
Override Sales Code;
When the Charge Type on the Job has the Override Sales Code option ticked, this field on the Filter Options screen is enabled for entering a single Sales Code to be used on this invoice instead of the default Sales Code(s) on the transactions.
Work Centre Code;
Displays Work Centres present in the Activity Codes attached to the unbilled transactions on the job
Previewed Only
Display only previewed transaction
Log Number
Select one or more Logs from the list of Logs on transactions to be invoiced
Sell Value;
Filters for a range of Sell Values
Detail Text Includes
Finds transactions containing an entered string of text
Line Selection Status
Display only Inv, Defer, W/O transactions or a combination thereof
Transaction date
Range of transaction dates
Year / Period
Range of transaction Year / Periods
Person
Select one or more people from the list of people on transactions to be invoiced
Approved Timesheet Only
Display only transactions from Approved timesheets
Supplier
Select one or more Suppliers from the list of Suppliers on transactions to be invoiced
Stock Code
Select one or more Stock Codes
FC Code
Filters for the AP Invoices and Purchase Orders which have the selected FC Code

Note: The Remove Filter button at the top of the screen clears these selections.

The following diagram will help in following the flow for Input Based invoicing.