Saved views, filters and columns
Use the status chips, filters and the View menu on the invoice list to see exactly the documents you need, and export that view.
The Invoices page is built around views: a chip narrows the list to one status, filters refine it, and the View menu decides which columns are shown. Your column choice is remembered in the browser.
Steps
- Go to Invoices.
- Click a chip to choose the view: All, Draft, Validated, In transit, Reported, Rejected, With errors, Unpaid, Partially paid, Paid, Overdue, In review, Reminded, Test or Archived. The stat tiles above (Documents, Drafts, Overdue, Outstanding) open the matching chip.
- Narrow further with the search box and the type, category and cost-centre filters.
- Click View and tick the columns you want: Type, Status, Payment, Buyer, Issue date, Due date, Category, Reminder, Subject, Amount and Outstanding.
- Use Export → CSV of this view or Zip of this view to download exactly what is listed.
Good to know
- Column choices are stored in your browser, so they stay after a reload but do not follow you to another device or colleague.
- The active chip is part of the page address, so you can bookmark a view such as the overdue list.
- Archived and test documents are excluded from the default views and from the dashboard and analytics; the Archived and Test chips show them.
- Bulk actions (Mark as paid, Set category, Archive) apply to the invoices you tick in the current view.
- The Incoming Invoices page has its own chips (including With errors and Archived) and CSV export.
- Shared, named views for the whole team are planned; today each person sets their own columns.