Advanced Filters

How to use Advanced Filters to filter your receivables by due date, line items, tracking codes and more!

4 articles in this collection
Written by Debtor Daddy

Advanced Filters

Filters help you gain a much deeper insight into your late payers and take a more personalised approach and improve your collection results.

Written by Debtor Daddy
Updated over a week ago

Enabling Accounts Filters.

How to enable our new feature; Accounts Filters

Written by Debtor Daddy
Updated over a week ago

Example: Create a filter for a specific workflow

You can filter your accounts in many ways, this article demonstrates how to create a filter for a specific workflow.

Written by Debtor Daddy
Updated over a week ago

Using date based filters

How to use relative and absolute dates to create a useful filter

Written by Debtor Daddy
Updated over a week ago