Make Existing Filters for Invoices that are Approved and Ready to be Finalized as Global Filters

Use the Invoices Approved and Ready to be Finalized submodule to make existing filters for invoices approved and ready to be finalized as global filters.

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 make an existing filter for invoices approved and ready to be finalized as a global filter:

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 make as a global filter.
5. Click Organize filters and select Make global.
6. If you want to make the filter local again, click Organize filters and select Make local.
7. Click Close .