What is a custom view and how can I create one?
Custom View can be used to display invoice information that you feel relevant by creating a set of rules.
Create a Custom View
To create a custom view,
- Go to Invoices tab.
- Click on the drop-down button at the top of the invoice list and click on + New Custom View.
- In the following screen, enter a name for the Custom View. Checking Mark as Favorite will display the the custom view in the top of the filter list.
- Specify the criteria and column preferences.
- You can choose to share this custom view with other organization users by clicking on Everyone under Share this with: section or select Only Me to keep it to yourself.
- Click Save.
Edit a Custom View
To edit a custom view,
- Go to Invoices tab.
- Select the custom view that you’d want to edit from the filter list.
- Next, click on the Edit icon that appears next to the custom view title.
- Make the changes and click Save.
###Delete a Custom View{#delete} To delete a Custom View,
- Go to Invoices tab.
- Select the custom view that you’d want to edit from the filter list.
- Next, click on the Edit icon that appears next to the custom view title. In the following screen, click on Delete at the bottom-right corner.