Page Comparison

Filters are used to make customized searches that can be used for different purposes.

For understanding filters in general you should look at this section.

Manage filters

Accessing filters is done by accessing the SETTINGS > EDI FILTERS menu.

In the same menu, it's possible to edit and delete the existing filters.

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Creating a filter

Creating a filter is done by using the Create new filter button and following the general guide to custom filters.

When you are done creating the filter, you can press Save filter.

Using the filter

The filter can be used in various places. See the general filter section for more information on where to use filters.

In the invoice module filters are used to find EDI invoices that matches the filter criteria.

This is done inSEARCH WITH FILTER.

GIF OF NAVIGATING TO EDI → SEARCH WITH FILTER