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How do I apply filters to orders and credits?

Advanced filters give you more control over what you see in your orders and credits views. Filters are persistent - they stay in place even when you leave and return to the page.

Written by triSaaS Support
  1. Open your organisation orders or credits and click the Filters button.

  2. A filter panel will open. Choose from date range, status, location & departments, supplier, and approval.

  3. Check one or multiple options within any filter section. You can combine filters across multiple categories.

  4. Click Apply to update the view. Your results will reflect all selected filters immediately.

  5. Your filters are saved automatically. If you leave the page and come back, your filters will still be in place.

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