Working with lists
Invoices, bills, customers, items and most other screens share one list. This page explains how it behaves, so each guide can skip it. A few lists differ; the guide for that screen says so.
Video coming soon: Find your way around a listSearch
The search box is in the top bar and reads Search in and the page name. It appears only on screens that support it.
- Type two or more letters. After a moment a drop-down suggests matches. Pick one to open that document alone.
- Press Enter to list every match instead. The box then empties.
- A banner above the list reads Search Result for your words, with an x to clear it. If nothing matches the banner turns red and says No Results found.
Filters
Click the funnel icon in the Action column header (tooltip Show filters). A number on it counts the filters in use. Changing a filter updates the list at once; there is no Apply button. Each active filter shows as a chip with an x, and Clear all appears when there are several.
Which filters exist depends on the list. Many lists have a status or party filter. Invoices have Old documents: All, Only old, or Hide old (documents dated before go-live).
Columns and sort
Click the three-line icon in the Action header to open Column Settings. Tick columns to show or hide them, drag to reorder, Select All, or Reset to Default. Your choice is saved in your browser for that list, so another browser or computer starts from the default.
Click a heading to sort ascending, again for descending. Arrows show the direction. Headings that do not sort do nothing. Some lists remember your sort. On lists that do not sort on the server, sorting reorders only the rows loaded on the page.
At the bottom, choose a Per page of 10, 25, 50 or 100 and move with the page numbers or Go to a page. The setting is kept for your business unit.
Row actions
Each row has View (opens the side view) and Edit. A greyed Edit explains why when you hover it. The ⋯ menu holds the rest: Download PDF, Print PDF, Send Email, status changes, void and delete. It shows only to a role with Add/Edit. Clicking elsewhere on a row opens its inline tabs.
Export and bulk import
Export. Document lists cannot be exported. Reports can: use Export to Excel on a report. See Reports.
Bulk import. Open the command palette and choose Bulk Import, or click Bulk Import on an empty list. Pick what to import: customers, leads, enquiries, quotations, sales orders, invoices, credit notes, suppliers, purchase orders, bills, expenses, debit notes, items, resources, skills or assets. Steps are Upload, Preview, Map columns and Import. Files may be CSV, TSV, XLS or XLSX with up to 200 rows. Download the template first. Errors are fixed in the sheet before import, and a results file is offered after. Each row goes through the same checks as the form. See Bulk import.
On mobile
The phone has no list screens like these. Its tabs hold approvals, follow-ups, production, work orders, quality and reports. Production and Follow-ups have a search box, lists pull down to refresh, and a report can be exported as CSV. There is no bulk import. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
| To do this | The role needs |
|---|---|
| Open the list | View |
| Add, edit, delete, use the ⋯ menu | Add/Edit |
| Bulk import | Add/Edit on Bulk Import and on the record type |
Problems and fixes
I have no search box
Not every screen has one. Dealflow does not.
My columns went back to default
Columns are saved per browser. A new browser, or cleared site data, starts again.
Bulk import says it is not available
Material issues and material receipts show a page saying import is not supported yet. Add them one at a time.