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xSuite Invoice Sphere

Saving a custom view

You can save your settings as a custom view. Once you have done so, you can call up the view when you open the Invoice Monitor. If you set a view as the default, it will appear when you open the Invoice Monitor. Your views are only visible to you.

The following settings are saved in the view:

  • Search fields displayed

  • Search values entered

  • Displayed columns

  • Arrangement of columns

  • Sorting of columns

  1. Open the Invoice Monitor.

  2. Enter values in the search fields and/or adjust search filters.

    Notice

    When you make changes to the view (e.g., by entering a value or adjusting the search filters), an asterisk (*) will appear after the name of the view, indicating that changes have been made.

    sphere_iv_monitor_ansicht_stern.jpg
  3. Click the arrow next to the name of the view. Then click Save as.

    beschriftung_sphere_iv_monitor_ansicht_speichern.jpg

    ➣ The dialog Save View will open.

  4. Assign a name to your view by entering it in the field View.

    sphere_iv_monitor_ansicht_speichern_dialog.jpg
  5. Activate either of the following checkboxes:

    • Set as Default: Defines the view as default. The next time you open the Invoice Monitor, it will open to this view.

    • Apply Automatically: When the view is selected, the search will start directly and the results will appear. You will not need to click Go.

  6. Click Save.

    ➤ The view has now been saved and will appear in the list of all available views. You can manage existing views.