New filters for Invoicing
On the Overview tab:
- Filter by Project Owner
On the Invoices tab:
- Filter by Project Owner
- Filter by Client
- Filter by Label
- Filter by Due Date
Example use case: Head of Delivery or Operations uses
Project Owner
filters for their PMs or Account Managers and when they have check-ins, filter for that person's projects.Example use case: Finance Manager saves a filter for Due Date Next 7 days
and every week comes to check what invoices are due that week.
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