Customise your lists and use filters

In FacturaDirecta, setting up your lists the way you like and finding the information you need is really easy. You can choose which columns to show, arrange them however suits you best and use filters to find your invoices in just a few steps. Let's see it with the invoice list. Go to Invoices. We'll keep the date, the series and number, the client, the status, the subtotal and the total in view.

Then we'll filter by series, by client and by tags, without having to show the tags column. To set up the list, open the three-dot menu in the top right corner and click Manage columns. Click Deselect all to start from scratch. The date stays, because it's always visible. Now tick Status, the client with the details and the series and number.

If you can't see a column, search for it by name and tick it. That's how we add Subtotal and Total. We leave the Tags column out, because you can still filter by it. Click Apply. Now let's reorder the columns. Press and hold the Status header and drag it to the end. That way you have the information in the order that works best for you.

To find specific invoices, click Add filter. Choose Series, type the series you're looking for and click Apply. Now the list only shows invoices in that series. Next, filter by client. The Client filter is already there in the bar. Click it and choose the client. It adds to the series filter, so you only see their invoices in that series.

Finally, click Add filter again, choose Tags and select the one you need. Click Apply. The list only shows the invoices that meet all the criteria: the series, the client and the tag. And without the Tags column in view. Active filters appear at the top. To remove one, click its X. And if you want to see all your invoices again, click Clear filters.

Your column setup is saved for next time. That way you work with your invoices your way, without losing the flow.