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Filtering your data by date

When you click an invoice folder, you can also filter the invoices displayed based on date.

  1. Click an invoice folder (for example, Unpaid.)

  2. If the date filter controls are not visible, click Date Filter.

  3. Select a date range. You can type the dates in (mm/dd/yyyy), or click the Calendar icon to select a range of dates.

    Calendar Tool

  4. Click Filter.

    You will see a list of invoices with due dates that fall within the range you selected.