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bill item - column Status - how to create a quick view with Status=$

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Manuela Maggi Posted: Mon, Feb 1 2010 10:44 AM

I would like to create a quick view (in the billing item list) that contains only billing item with Status=$ (=the invoice has been created), I wrote in the combined filter $ in the field Status and I specified in the advanced filter that Status Is Equal to $ but in both cases the quick view shows no records, how can I do to create this quick view?

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The advance filter to show only billing items that have not been invoiced is:

Sent Date is blank.

So Sent Date is not blank should give you "billed" billing items.

I use the first filter to review my billing items prior to running bills.

Have a great day.

 

David Michael, Michael Matters, Inc Time & Billing Matters • PC Law • Wilmington, NC Toll Free 877.880.2440 www.michaelmatters.com -mind over matters-

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