Customize Your Data View
By utilizing page options and filters, you can tailor your Accounts receivable interface to better suit your workflow:
Step-by-Step Guide:
Access Accounts receivable: Log in to your Agicap account and navigate to the Accounts receivable module.
Locate the Filters Button: On the main receivables page, find the Filters icon typically located at the top of the page.
Select Your Filters:
Date Range: Choose the time period you want to view.
Invoice Status: Filter by statuses such as Pending, Paid, or Overdue.
Customer: Focus on specific customers by selecting them from the list.
Tags: Filter the tags applied on customers or on invoices
Financing solutions : If you applied one
Apply Filters: Click on the Apply button to refresh the data according to your selected criteria.
Utilize Page Options
Enhance your data analysis with additional page options:
Adjust Columns Displayed
Column Selection: Click on the Column Settings icon on the right, just above your invoice list
Choose Columns: Check or uncheck columns to display or hide information such as Due Date, Amount, or Customer Name.
Export Filtered Data
Export Option: Apply your filter on the status ans clients
Select Format: Choose your desired file format (e.g., Excel, CSV).
Download: Click Download to export the filtered data for offline analysis or reporting.
Benefits of Using Filters and Page Options
Enhanced Focus: Concentrate on specific receivables without distractions.
Improved Efficiency: Quickly access the most relevant data, saving time.
Customized Reporting: Generate reports tailored to your needs.
💡 Tips
Combine Filters: Use multiple filters simultaneously for a more refined data view.
Regular Updates: Remember to refresh your filters periodically to ensure you're viewing the most current data.
Keyboard Shortcuts: Familiarize yourself with any available shortcuts to navigate faster.
Q&A ❓
Can I share my saved filter presets with my team?
changes in column layout following modifications are shared by all, but for the others it's not possible to change the data
How do I reset all filters to view all data again?
You need to delete all filters one by one