Using the Billing & Invoicing Filters

You can apply filters to many of the Billing & Invoicing grids. Filters can help you more easily locate the specific billing items you need. With the exception of date filters, Practice retains your filter selections when you exit and reopen Practice.

The specific fields that you can apply filters to vary by grid. Most grids allow you to apply two types of filters:

  • Grid filters. Grid filters display in expandable sections above the grid. Click the filter button to display these filters. Grid filters narrow the list of items from the full billing and invoicing database. When you apply grid filters, a number displays next to the filter button indicating the number of filters applied.
  • Column filters. Column filters display below the column headers in a grid. Use these filters to narrow the list you have generated using the grid filters.

Click a link below to learn how to use each type of filter.

ClosedApply or reset grid filters.

To apply or edit grid filters, do the following:

  1. Click above the grid to expand the filter section.
  2. Edit the filters as needed.
  3. Click Apply. The information in the grid is updated according to your filter selections.
  4. Click again to collapse the filter section.

To return to the default filter set for a grid, click Reset.

Note: Resetting a grid's filters does not necessarily remove all filters from the grid. Some grids have filters applied by default. For example, in its default state, the Clients grid uses filters to display only clients for whom you are the client responsible staff that have unbilled WIP greater than or equal to $0.

ClosedApply or reset column filters.

You can create simple column filters based on a single field value, or you can create a more complex filter that incorporates "and" or "or" statements for that column.

To create simple column filters, do the following: 

  1. In the text box beneath a column header, enter a value for the column filter.
  2. Click the filter button next to the text box.
  3. Select a filter operator.

To create more complex column filters that include an "and" or "or" statement, do the following:

  1. Click the menu button in a column header.
  2. Click Filter on the column menu.
  3. Enter the filter criteria.
  4. Click Filter to display the results.