Use Filters to Search for Billable Jobs with Open Price Quotes

Use filters to search for jobs that need further action.

To use Billable Jobs with Open Price Quotes, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To use filters to search for billable jobs with open price quotes:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company whose records you want to find.
3. In the Finance & Administrator left side panel, click Administrative Follow-up > Billable Jobs with Open Price Quotes.
4. On the grid toolbar, click Show/hide filter .
5. In the dialog box, provide the following information:

   Option	Description
   Last Used Filter	Select the last used filter or a different filter from the drop-down list.
   Company	Select the company.
   Responsible	Select the resource who prepared the price quote.

   WorkBook displays the results in the grid.
6. Click X to close the dialog box.