a. Save searches by going to the Manage Invoices section of your menu, then click on “+ more filters” at top of screen, and fill in the search boxes. The search boxes are lookup field which can be typed into to search. Click on the green “Go” button and then click on Save Report.


 

b. To easily recall your search queries, click on Search Report and select your saved search from the drop-down list. 

 

 

c. To edit an existing search, click on Search Report, select your saved search, fill in the search boxes, click on the green “Go” button, click on Save Report, and type in a new name for your search.


 

d. Preferences are unique to your login, so you can share your searches with other users in your account. To share your Invoice Search Filter, click on Preferences, click on Invoice Search Filter, and click on Share beside the filter you would like to share.