Make Existing Filters for Invoices that are Approved and Ready to be Finalized Global Filters

Use Invoices Approved and Ready to be Finalized in the Follow-Up submodule in the Tasks module to make existing filters for invoices approved and ready to be finalized global filters.

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

To make an existing filter for invoices that are approved and ready to be finalized a global filter:

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 make a global filter.
5. Click Organize Filters and select Make Global.
6. To make the filter local again, click Organize Filters and select Make Local.
7. Click Close .