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 “Repeating Invoices > Line Items”.

You can also get to the Line Items screen by clicking “Full Table” in the popup on the main dashboard.

 

When you view the Line Items screen, there are a number of features available:

1. You’re able to filter your line items by a number of filters including invoice date, client and type of account, item code and also tracking categories (if you’re using these in Xero).
2. Choose which column you want to order by, but clicking the sorting arrows at the top of the columns.
3. Use the search bar to find repeating invoices with specific keywords (something that’s pretty hard to do in Xero!)
4. Download the list of filtered items as a CSV file.
5. Use the Column Visibility button to choose which columns you want to see in the table.
6. You can click the Xero icon to go directly to the specific repeating invoice in Xero. Note: If you have access to multiple Xero organisations, just make sure you’re already viewing the correct organisation account. in Xero

Column Visibility

When you click the “Column Visibility” button you will see a popup with the full list of columns available. Simply toggle on or off the columns you want to see.