Filters

This document will highlight new filter function which is available in all applicable Eftsure D365 forms. Key feature allow filtering vendor or vendor bank account by Eftsure verification status or D365 on-hold status.

For more information on standard filters, please see Filtering and advanced filtering query options

Access

By default, Filter feature is available next to Eftsure menu in all applicable forms.

Filter feature includes all Eftsure verification status as well as On-hold status.

Vendor and Vendor bank account statuses are described as below.

Functions

Filter function will appear in all applicable D365 Eftsure forms and not limited to Eftsure workspace, All Vendor, Exflow Import form All.

For Vendor payment journal, there's additional filter relating to payment lines not by vendor bank account.

Configuration

By default, Filter function is enabled for all users. Each user will have an option to enable or disable the function in 1 or all D365 applicable forms.

User has option to disable (hide the filter).

Hide from single form

Filter feature will disappear from the current form.

To enable the function user will have 2 options.

Clear usage data

Select User Options > Usage data

User can either Delete the usage history or Reset usage data to clear the personalised record.

Filter option will re-appear.

Reset Filter button

Example below is used to Hide from all forms.

Hide action will disable filter feature in all D365 forms.

To re-enable the function, user can reset and change the Hide button to No.

User also has an option to customize filter feature appearance.

Icon only will hide Filter word and only leaving the Filter icon.

Display options

Simple filter option will limit the menu options to only high level.

Additional options will be available for Advanced display.

Filter by Government Code status

In order to keep this new menu small and simple, filtering by Gov code status is not available in this menu. To filter vendors by Gov Code status, you should use either:

Eftsure > Registrations > All Vendors by registration

Standard filtering features on any vendor list form, for example by using Advanced filter or sort native features.