The "More filters" button lets you search the open items list for specific entries and narrow down relevant items.
The following filter options are available:
Amount from / to: Filters open items within a defined amount range.
Category: Narrows down to a specific assigned category.
Source: Indicates how the item was created (e.g. manually, Bills, by upload or via an integration such as DATEV, Candis, etc.).
Tag: Filters entries by the tags assigned within the company.
Status: Selection by status, e.g. Expected, Open, Paid, Canceled.
Expected from – to: Narrows down by the expected payment date.
Due from – to: Shows only items within a specific due period.
Created from – to: Filters by the creation period of the open item.
Last changed from – to: Shows only entries last edited within a specific period.
These filters allow a targeted analysis of open items, e.g. for payment planning or month-end closings.
Clicking "Reset filters" removes all filters that have been set.
To the right of the "More filters" button is a search field for filtering open items, for example by name. If a company name is entered, for instance, all related items appear in the list.
Right next to it is a filter icon that creates a new rule from the entered search term. This way, all matching entries are mapped automatically in the future, based on the name or term in the search field.