Projects | Tabs - Ability to filter by status
To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it
Millena Thiesen
shared this idea
Hi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
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Jenni Calder
commented
Would it be possible to add the option to filter to show only items not yet marked as invoiced?
I realise that there are reports that can be run to show this but it would be handy to be able to do it from the project screen. -
Laura Cooper
commented
To be able to sort and filter expenses within Xero instead of having to run a report would save so much time, often I need to sort or filter down to suppliers etc but have to run reports that aren't required. It would help visually as well if you are looking for something in particular
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Sharon Price
commented
Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices