Video Guide
Follow this video tutorial guide to see how to apply filter to documents in Akrio.
You can use various filters to show only the documents you want. This can help you find the exact Costs or sales documents specific to the selected filter.
To apply filters:
- Navigate to costs or sales inbox, To Review, Ready or Archives.
- On the right side of your screen, find the Filter button.
- Hover the Filter button to view the drop-down of filter menu.
- Select the desired filters and click ‘Apply‘ to add and ‘Clear‘ to remove them.
Clicking the Apply button will update the document list based on the selected filter criteria.