How do I set up custom views in Supplier Invoices app?

Updated on December 18, 2016 11:39PM by Admin

A custom view is a feature that allows you to search & filter a list of supplier invoices, then select the columns you want and save a shortcut for later. This view feature is standard, but the views can filter & display any custom fields that you configure for your business.

  • If you want to view more supplier invoice information, you need to select fields from “Display” field.
  • You can save our custom view of supplier invoice information for your future reference in “My Views”.

Steps to Create My Views in Supplier Invoices App

  1. Log in and access Supplier Invoices App from your universal navigation menu bar.
  2. Click on the "Advance search down arrow" in the simple search field at the app header bar.
  3. Click on "Search" icon at the bottom. For instance: Search for supplier invoice's payment term as "Net 30" information by selecting the payment term in the specified field.
  4. You can view the search results as shown in the image below:
  5. Click on “Overview” drop down in "Display" field.
  6. Select fields you would like to view in a table format.
  7. Click on “Save as View” blue button.
  8. You can view "Save as view" pop up and specify:
    • View Name – Name of the view.
    • Share With Other Users – Toggle “ON” to share views with others. If needed.
  9. Click on “Save” button.

Steps to View the Custom Fields

  1. Click on "My Views" from the left navigation panel on Invoices dashboard.
  2. You can view the created views, as shown in the image below:
  3. We have created a view in the name of "Payment- Net 30".

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