Filters for Owners
- Currency—View projects with a specific currency set
- Disbursement Date—See data for invoices disbursed in a selected date range
- Draw #—View data for selected draws
- Draw Period to Date—Select a date and see data on invoices with draws that end on that date or earlier
- General Contractor—View data for projects with a specific General Contractor
- Funding Organization—Select an organization to see data for the projects it funds
- Payment Due Date—View invoices within a specific payment due date range
- Payment Type—See data for selected payment methods:
- TPM Electronic Payment (ACH)
- Manual
- Project Name—View data associated with selected projects
- Project Status—Show data associated with active projects, inactive projects, or both
- Projects with Draws Since—Select a date to see data on projects that have draws opened since
Note: A user can filter on Project with Draws Since to exclude projects without recent activity.
- Segment ID—Show data for projects assigned to a specific Segment ID. The Segment ID can be enabled from your organization's Edit Primary Organization page. To assign a Segment to a Project, navigate to the project's Project Settings page.
- Subcontractor—Show data associated with selected Subcontractors.
Last Published Tuesday, February 6, 2024