charges window filtering --

[raymond]

we need a way to see charges marked "not-billable" but also filter on status (e.g. we want to be able to see all charges that have not been marked billable that are in a closed status). How can we get this filtering?

thanks!

//ray

[Support Team]

Re: charges window filtering --

Quick question - By 'close status' - do you refer to the Ticket Status?

[raymond]

Re: charges window filtering --

Yes.

//ray

[Support Team]

Re: charges window filtering --

You can generate a Chrage report that includes just this. You should filter the report normally as any other Charge report (like - date range, billiable/not-billable, etc.) and the use the Secondary Filter option to apply a Ticket filtering so, for example, you only wish to include Charges from Closed Tickets, etc.

This advanced report filtering option can actually be used in many other cases.

[urlmp=/wiki/Generating_Reports_User_Guide#Secondary_Filters]Click here[/urmpl] to learn more.

[raymond]

Re: charges window filtering --


Yes, we know we can do this through reports but we need it in the charges window. We are not doing this so we can report on things, we need to do this so we can process charges -- I needs to be a filter in the active window so we can modify each charge in real time (mark it billable, etc.).

//ray

[Support Team]

Re: charges window filtering --

Got that. Noted. Thanks.