What is a custom view and how can I create one?

Custom View can be used to display invoice information that you feel relevant by creating a set of rules.

• Create a Custom View
• Edit a Custom View
• Delete a Custom View

Create a Custom View

To create a custom view,

• Go to Invoices tab.
• Click on the drop-down button at the top of the invoice list and click on + New Custom View.
• In the following screen, enter a name for the Custom View. Checking Mark as Favorite will display the the custom view in the top of the filter list.
• Specify the criteria and column preferences.
• You can choose to share this custom view with other organization users by clicking on Everyone under Share this with: section or select Only Me to keep it to yourself.
• Click Save.

Edit a Custom View

To edit a custom view,

• Go to Invoices tab.
• Select the custom view that you’d want to edit from the filter list.
• Next, click on the Edit icon that appears next to the custom view title.
• Make the changes and click Save.

###Delete a Custom View{#delete} To delete a Custom View,

• Go to Invoices tab.
• Select the custom view that you’d want to edit from the filter list.
• Next, click on the Edit icon that appears next to the custom view title. In the following screen, click on Delete at the bottom-right corner.