Create custom views on Money lists

Save the filters and columns you use most on the Invoices, Payments, Appointments and Quotes lists.

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A view remembers a filtered list, so you don't have to set it up each time, for example unpaid invoices at one location.

Open Money and choose the Invoices, Payments, Appointments or Quotes list.
Set your filters and Edit Columns.
Open Views and click Add.
Enter a View Name.
Choose Visibility: Shared with your team or Private.
Tick Save selected columns with the view if you want the columns too, and click Save View.

To remove one, open it and use Delete View.

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