Practice Manager - Sorting Draft Invoices by Job Type
Sorting Draft Invoices by Job Type
Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
Does anyone have any tips around this?
3
votes
Trudi Johnston
shared this idea
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Paul Howlett
commented
There are SO MANY places in XPM where information is displayed in a table with column headings, but NO ability to change the sort order.
It's a complete crapshoot whether you can or not.