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Common Tasks

Ordering Lists

  • The list view of items allows for basic ordering by column.
  • Click in the column header of a list. String columns are sorted alphabetically and numeric columns are sorted numerically.
  • Click the column header name or up/down arrow to change the direction or the sort order of the column.
  • The ordering of a column is shown by the up/down arrow.

Filtering Lists

  • You can filter lists, for example account number or name, by entering a text string in the field located directly below the column header and pressing <Enter>. For example, if you type ‘Smi’ in the ‘Name’ field and press <Enter>, the list is filtered accordingly and returns only names that contain letters ‘Smi’.
  • You can also filter a list by selecting one of the following ‘Filter on’ or ‘Filter by’ options, for example: contract number, show all, errors, warnings, information (for clients), or installation date (for contracts).

Sizing Table Columns

The column widths of certain tables in Billdozer, for example Accounting > Invoice Management and Reports > Invoices, can be adjusted. Place your mouse pointer on the table column that you want to adjust, and when the mouse pointer changes appearance, click and hold the left-mouse button and adjust the column width as required.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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