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

Use the Invoices Approved and Ready to be Finalized submodule to save and overwrite existing 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 and overwrite an existing 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 and overwrite an existing filter.
7. In the Overwrite an Existing Filter dialog box, use the drop-down list to select the filter that you want to overwrite.
8. Click OK.
9. Click Close .