Save New 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 save new filters for 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 save a new 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, select the filters that you want to use on the invoices that are approved and ready to be finalized and click Apply.
5. If you selected several filters and want to remove all of them, click Clear Filter .
6. Click Organize Filters and select Save Current as New Filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. To make your new filter a global filter, select the Share as Global Filter check box.
9. Click OK.
10. Click Close .