Save New Filters for Invoices that are Approved and Ready to be Finalized

Use the Invoices Approved and Ready to be Finalized submodule to save new filters for 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 save a new filter for 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, select the filters that you want to use on the invoices approved and ready to be finalized and click Apply.
5. If you selected several filters and want to remove all of them, click Clear filter .
6. Click Organize filters and select Save current as new filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. If you want your new filter to be a global filter, select the Share as global filter check box.
9. Click OK.
10. Click Close .