4.1. Data Filters

All Entries can be filtered so that you can limit the number of entries in your view list to only those that you're interested in. You can find filters in the Accounting, Workorders, Buildings, Units, Contacts, Receipts, and Invoices sections of the software.

** It is really easy to forget that you have set the filters in a specific way so if you're looking for a specific item such as an Accounting Entry and it seems to have disappeared, check your filters before you panic.

SECTION 1: Accounting Filters

In the Accounting Menu, there are 3 filters. The Date Range filter is based on the Date Paid field, the Accounting Type is based on the type of entry, whether it's an Expense, a Revenue, or All. The Category filter is based on the Accounting Category such as rent, repairs, etc.

SECTION 2: Workorder Filters

In the Workorders menu, there are 2 filters. The Date Range filter is based on the date of the workorders and the Status Type filter is based on the status of the workorder whether it's estimated, started, completed etc...

SECTION 3: Tenant Filters

In the Tenants menu, there are 2 filters. The Tenant Status filter is based on the status of the tenants whether they are Current, Potential, Evicted, etc. The Building filter limits the list of tenants to a specific building only.

SECTION 4: Building Filters

In the Buildings menu, there are 2 filters. With the first one you chose the Building Type you are looking for (multi-unit, single residence home, or all). With the second one you can filter the list of buildings to a specific landlord.

SECTION 5: Unit Filters

In the Units menu, there is just one filter that allows you to select the building you are interested in. If no building is selected then no Units will appear.

SECTION 6: Contacts Filters

In the Contacts menu, there is the contact type filter that is based on the Type of Contact that you created to describe the contacts you entered in your list.

SECTION 7: Receipts Filters

There are 2 filters in the Receipts menu. The Date Range filter is based on the date of the receipts and the Tenant filter limits the list of receipts to the selected Tenant.

SECTION 8: Invoices Filters

Just like the Receipts menu, in the Invoice menu there are 2 filters. The Date Range filter is based on the date of the invoices and the Tenant filter limits the list of invoices to the selected Tenant.

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