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How to search, filter and export account information
The process is the same for each of the sections in the accounts menu
- Orders - lists all orders for materials and fixed costs on any project.
- Invoices - lists supplier invoices and the order number they relate to.
- External costs - lists the external costs added into the 'Costs' menu onsite (blue menu). These are additional project costs which have not been included in the project scope.
- Supply & fit applications - lists the supply & fit applications from clients with payment values and statuses.
- Labour applications - lists the incoming labour applications from sub contractors with payment values and statuses.
Search accounts information
1. From the left menu bar click the 'Settings' icon, then click the ‘Accounts’ icon.
2. Click the relevant sub menu. Each sub menu provides a list of accounts information for all projects in Chalkstring.
3. A number of filters can be added by clicking the '+Filter by' dropdown and clicking on the the required filter. This will add the filter across the top and can now be used by clicking on it and selecting the required filter.
The variety of filter options will change slightly depending on which section of the accounts menu you are currently viewing.
These can be used individually or as multiple filters.
4. Enter the search criteria into the relevant filter area or choose from the drop down list. The list will be refined according to your search.
6. To reset a filter and view the entire list, select the 'Reset filters' button on the right side of the filter section.