Delete Saved Filters from Invoices that are Approved and Ready to be Finalized

Use the Invoices Approved and Ready to be Finalized submodule to delete saved filters from invoices approved and ready to be finalized.

To use the Invoices Approved and Ready to be Finalized submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To delete a saved filter from invoices approved and ready to be finalized:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Invoices Approved and Ready to be Finalized.
  3. On the grid toolbar, click .
  4. In the Filter dialog box, use the Last used filter drop-down list to select the filter that you want to delete.
  5. Click Organize filters and select Delete current filter.
    Note: There is no confirmation dialog box for this action. WorkBook deletes the saved filter at once.
  6. Click Close .