New Estimates Listing Page

1. Better performance;
2. Better user experience;
3. Speed;
4. More useful features;
5. More utilities for greater simplicity.

Search, Filters, Utilities and Favorites

Search

• Possibility of searching by VAT number (NIF).
• More accurate results. When searching for “Sushi Restaurant” only documents containing the terms “Restaurant” and “Sushi” will appear.

Filters

• You can now use the filters to find documents in a more precise way
• Existing filters:
  • Clients - View documents from one or more specific customers;
  • Status - View documents by documents status (draft, finalized, etc.) and archive  status;
  • Type - View documents by type;
  • Dates - View documents by Issue Date or Valid Date;
  • Values - View documents by value;
• You can use only one or several filters at the same time.
• With each new filter, the summary is updated.

Utilities

• Document selection system with renewed and improved logic.
• Possibility of ordering documents by:
  • Document Status (draft, final, etc.)
  • Document number;
  • Document Type;
  • Customer (customer’s name);
  • Date (document creation date);
  • Valid date;
  • Value;
  • ⇧ Descending order;
  • ⇩ Ascending order;
• Possibility to view 10, 20, 40 or 80 results per page.
• Possibility to view Values with or without VAT.

Favorites

• Possibility to save search terms or filters.
• Ideal for recurring actions. Example: this month estimates for a given customer.
• Predefined favorites:
  • Overdue Estimates - List of all the estimates with a valid date expired until today (dynamic);
  • Open Estimates - List of all the estimates with an Open Status;
  • Closed Estimates - List of all the estimates with an Open Status;

Listing and Summary

Listing

• Document status information is more visible.
• More clarity in the information.
• Direct download of the PDF file by clicking on the icon.
• Responsive.

Summary

• Documents with non-accounting status for isolated VAT (drafts and canceled)
• More structured information.
• Better visual hierarchy.

Group Actions

When selecting 1 or more documents you can perform the following actions:

• Select all the documents from the list, including those not visible on the page.
• Perform utility actions:
  • Archive document(s);
  • Unarchive document(s);
  • Download PDF - Direct download of up to 10 selected documents;
  • Export - Exportation of a list to a CSV file;
  • Delete document(s);
• The fact that you view one or more options as inactive means that the condition of the document does not match the rules for activating the action.
• Performance up to 100 times faster.
• Possibility to export a CSV file with items included.