billed unbilled filter --

[raymond]

can we get a filter to be able to sort on billed vs. unbilled (in addition to the already present billing status). There are so many times (almost on a daily basis) that I would like to only see charges that have not been billed. I understand that we can run reports but this is like saying you can run down to the store to get a bottle of water... all we want is a cup to fill from the tap.

thanks!!

//ray

[Support Team]

Re: billed unbilled filter --

When you open the Charges Window, you can already filter it by Billed/Not-Billed. Please check the right side of the Charges Window toolbar.

Hope this helps.

[raymond]

Re: billed unbilled filter --

Got it, that's for the charges window. What about under the tabs for Accounts, Tickets, Contracts, etc.?

//ray

[Support Team]

Re: billed unbilled filter --

Yes, it is supported too. The advanced filter option at the bottom of the Charges tab (anywhere) can be used with filtering by 'Stage' field (e.g. by Billed/Not-Billed). Select the 'Filter' check box option to access it.

Hope this helps.

[raymond]

Re: billed unbilled filter --

Staged!!! dang... never connected the two.

A suggestion would be to change than name to "billed status" so that it makes sense and matches "billable status". Nobody would miss it then.

thanks --

//ray