Column Filters

Billing / Billing / Filters / Column Filters Billing Screen Filters

The Billing screen filters can be found by navigating to the Billing module and selecting Billing.

  • All: billing entries that were created based on the desired date range selected.
  • New (orange): new billing entries that have not been billed/invoiced against.
  • Invoiced: all billing entries during the desired data range that has been invoiced. Click the gear icon under the “Options” column to view how many invoices were generated for that one entry.
  • Not Invoiced: all billing entries that have not been invoiced against, yet. Click the gear icon under the “Options” column to check if the billing entry does not have a number for invoices.
  • Paid (green): the billing entry has either been invoiced/billed against, and the “Owed” column has a “0.” if an entry had “0” owed before it was invoiced, it will get invoiced, and show as paid. This does not necessarily mean an actual payment was made towards it, it is based on the value in the “Owed” column after a billing action has been made towards the entry.
  • Outstanding (blue): the billing entry has been billed/invoiced against, and there is an amount greater than “0” in the “Owed” column.
  • Overpaid (red): the billing entry has been billed/invoiced against, and the amount in the “Owed” column is less than “0.”
  • Void: shows all entries that have been voided, not deleted.

Billing / Billing / Filters / Column Filters Client

‘Four-line icon’ pulls up a list of clients to select which client to filter the billing entries for.

  • Sort by client: filters billing entries to show entries per client
  • Show in-active clients only: filters billing entries to show those entries that belong to just in-active client
  • Show active clients only: filters billing entries to show those entries that belong to just active clients

Billing / Billing / Filters / Column Filters Files

  • No files attached yet: filters billing entries to show those that do not have any files attached
  • File(s) attached: filters billing entries to show those that have files attached

Billing / Billing / Filters / Column Filters Location

Displays a list view of locations associated with billing entries, to select a location to filter by.

  • Has location: filters billing entries to show those that have a location attached to it
  • Has no location: filters billing entries to show those that do not have a location attached to it

Billing / Billing / Filters / Column Filters Lock Filters

  • Locked: filters screen to show billing entries that have been locked (timesheets cannot be edited)
  • Un-locked: filters screen to show billing entries unlocked (timesheets can still be edited)

Billing / Billing / Filters / Column Filters Providers

Displays a list view of all providers associated with billing entries on the screen, to filter those billing entries based on a selected provider.

  • Sort by provider: filters billing entries by employees
  • Show in-active employees only: filters billing entries to show those associated with just in-active employees
  • Show active employees only: filters billing entries to show those associated with just active employees

Billing / Billing / Filters / Column Filters Recommended/Saved Filters

  • Recommended Filters: filters that have been created and given the permission for others to subscribe to
  • Saved Filters: filters that have been created within your personal account

Billing / Billing / Filters / Column Filters Save this view as filter

Create filters by saving the currently applied options for later use. Naming the filter allows others to subscribe and use the same filter, and choose the desired date range. Please note, this only appears when filters are on the screen.

Billing / Billing / Filters / Column Filters Service/Auth

Displays a list view of service codes attached to the billing entries, to then filter based on a selected service code.

  • Show only unauthorized services: filters system to show billing entries that contain a service code without an authorization
  • Show only authorized services: filters system to show billing entries that contain a service code with an authorization

Billing / Billing / Filters / Column Filters Tasks

  • Overdue: filters billing entries to show those that have a task associated with it that is overdue
  • Due today: filters billing entries to show those that have a task associated with it that is due on the current date
  • Tomorrow: filters billing entries to show those that have a task associated with it that is due the next date
  • This week: filters billing entries to show those that have a task associated with it that is due during the present week
  • Next week: filters billing entries to show those that have a task associated with it that is due during the following week