Filters

Filters define or filter which time records are displayed on a window.  It is used on the main window, the budgets window, the invoice window, and more.


To create a filter:
Open the Control Panel if it is not already open, and click on the Filter tab.

On the lower part of the window is a + button.  Click it to create a new filter. To delete a filter, select it from the list and click the - button.

Optionally give the new filter a more descriptive name.



To edit a filter:

Open the Control Panel if it is not already open, and click on the Filter tab.

Double-click the filter or click the Edit button to show the edit filter sheet.

Using the popup menu, select the criteria for the filter, and enter any necessary text.

Add additional criteria, drag and drop rows, and option-click the + button for more choices.

Click the OK button to keep your changes, click Cancel otherwise.

Apply the new filter to other windows, such as the invoice or budget window.



To apply a filter to another window:
  Open a window that contains a filter selection.  The budget, invoice, main and many other windows use filters.
  Choose the desired filter, and the time records used to construct the window are “filtered” by the selected filter.