Create Views on Invoice Search Screen

Applies to: ConnectWise Manage

What are the Views used for?

Views can help quickly filter list view screens inside ConnectWise Manage. The views being built in this article help you find the invoices which are waiting to be processed by Wise-Sync (Un Batched) and those in the GL Reload status (GL Reload). 

How do I get there?

Inside ConnectWise Manage, navigate to Finance > Invoice Search and locate the View button in the top right

What do I do?

Steps to create the recommended views is detailed below. Make sure you click Save when you're done!

Create the view 'Un Batched'

The 'Un Batched' view is used to quickly identify invoices currently meeting syncing criteria.

Here's how to do it:

  1. Click the View button near the top right of the screen
  2. Click on the [+] button 
  3. Enter 'Un Batched' into the View Name field
  4. Select 'Share this view with everyone'
  5. In the View Editor, add the following parameters to filter only closed 'status' invoices:
    a) Open/Closed : = : Closed
    b) Press Update
  6. Click the [+] button next to the 'Open/Closed = Closed' logic 
  7. Add the following parameters to filter only the invoices which have not been batched.
    a) AND : GL : = : N
    b) Press Update
  8. Press Save.

Create the view 'GL Reload' 

The 'GL Reload' view is used to quickly identify invoices in the GL Reload status that require the GL Entries to be re-created from the GL Mappings.

Here's how to do it:

  1. Click the View button near the top right of the screen
  2. Click on the [+] button
  3. Enter 'GL Reload' into the View Name field
  4. Select 'Share this view with everyone'
  5. In the View Editor, add the following parameters to filter only closed 'status' invoices:
    a) Status : = : GL Reload
    b)Press Update
  6. Press Save

J
Jennifer is the author of this solution article.

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