Edit and Save Existing Filters for Invoices that are Approved and Ready to be Finalized

Use Invoices Approved and Ready to be Finalized in the Follow-Up submodule in the Tasks module to filter invoices that are approved and ready to be finalized.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To edit and save an existing filter for invoices that are approved and ready to be finalized:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
3. On the grid toolbar, click .
4. In the Filter dialog box, use the Last Used Filter drop-down list to select the filter that you want to edit and select or deselect filters as appropriate.
5. Click Organize Filters and select Save Current Filter.
6. Click Close .