Saved filters and views

You can save filter settings you use often and bring them back with one click. The date can be stored as a relative period (for example “This month”), so a saved filter always shows the current period. You can mark a filter as your default, and admins can share filters with the team.

Saved filters are available on the Invoices, Recurring Invoices, Customers, Inbox, Money movements, Mail register and Production pages. Open them with the button above the list; where columns can also be configured (Invoices, Recurring Invoices, Customers) it is called Views, and saving also keeps the columns.

Save: set up the filters on the page, open the panel and click Save current filters (or Save current view). Give it a name and, if you like, pick a Date preset (for example “This month”, “Previous quarter”, “Next 30 days”). The preset is recalculated from today each time it is loaded, so you never have to update it.

Apply: click a saved filter's name and the list refreshes with those criteria.

Default: mark one with the star icon. The first time you open the page without filters after opening your browser, it is loaded automatically.

Pinning: on the Invoices and Mail register pages, the bookmark icon shows the filter as a button above the list.

Sharing: admins can make a filter available to the whole team with Share with team; on the Invoices page, companies in a company group can also use Share with company group. Only admins can change or delete a shared filter.

In the panel you can drag saved filters into order, rename them with the pencil icon and delete them with the bin icon.