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Advanced Filters

Advanced Filters

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

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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.
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Written by Debtor Daddy
Updated over a week ago

Enabling Accounts Filters.

How to enable our new feature; Accounts Filters
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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.
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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
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Written by Debtor Daddy
Updated over a week ago
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