Filtering and Using Search
You can search and filter the table in your Billing Workflow to easily navigate through line items.
Search Bar
Enter an item number or description to find a specific line item in the invoice.
Quick Filter drop-down
Use the drop-down to easily change the table view. Options include:
- All Rows: See every line item available in the invoice table.
- Items Previously Billed: Progress and Retention tabs only. View only line items which include amounts billing in previous periods.
- Items Billed This Period: Progress and Retention tabs only. View only line items which include billing for the current draw period.
- Items with a Balance: View only line items which still have an outstanding balance greater than 0.00.
Last Published Wednesday, July 10, 2024