To view examples as gifs, click the words in blue.
01. OVERVIEW
The Customized Filter is used to create filters by fields, dates, and values, which are saved in the user's profile. When you log in again later, the filters you created will remain.
02. CUSTOMIZED FILTER
To add a new customized filter, use the following screens: Control Panel and Financial Transactions. Both have the Filters button:
- Clicking on the Filters button will open the side menu, where you need to click on Manage Filters. ((Demonstration))
- You must select which tab you want to include the filter (Inflows, Outflows, Sales Orders, and Purchase Orders) and then click the
icon to add a new filter, as per the example. - Afterward, it is possible to delete or edit the filter created.
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas