Line items table – ordering and filtering

BeanBox makes it easy to access and organise your line items with a range of filtering options.

Firstly, you’ll find the line items table from your dashboard, located under “Go to > Line Items”.

 

From here, you’re able to organise your line items by a range of filters including invoice date, client and type of account.

Use the search bar to the right of the filter options to find repeating invoices with specific keywords (something that’s pretty hard to do in Xero!)

You can also easily order your invoices either numerically or alphabetically by clicking the corresponding column on the table header as highlighted below.

If necessary, you can even go straight through and view the specific repeating invoice in Xero. Simply click the Xero logo in the corresponding “edit” column (see above) and you’ll be taken straight to the invoice in question. If you have access to multiple Xero organisations, just make sure you’re logged into Xero with the correct organisation account.

This website or its third-party tools use cookies as explained in our privacy policy. By clicking the 'Accept' button, scrolling this page, clicking a link or continuing to browse, you agree to the use of cookies.

Cookie settings

Below you can choose which kind of cookies you allow on this website. Click on the "Save cookie settings" button to apply your choice.

FunctionalOur website uses functional cookies. These cookies are necessary to let our website work.

AnalyticalOur website uses analytical cookies to make it possible to analyze our website and optimize for the purpose of a.o. the usability.

Social mediaOur website places social media cookies to show you 3rd party content like YouTube and FaceBook. These cookies may track your personal data.

AdvertisingOur website places advertising cookies to show you 3rd party advertisements based on your interests. These cookies may track your personal data.

OtherOur website places 3rd party cookies from other 3rd party services which aren't Analytical, Social media or Advertising.