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?
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 •
Toll Free 877.880.2440
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