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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 Vendor 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 button

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

Filter menu

Vendor and Vendor bank account statuses are described as below.

Legend

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.

Filters for payment journals

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 options

User has option to disable (hide the filter).

Hide from single form

Filter menu

Filter popup to disappear

Filter feature will disappear from the current form.

To enable the function user will have 2 options.

Enable filters

Clear usage data​

Select User Options > Usage data

User options Usage data

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

Delete or reset usage data

Cleared usage data

Filter option will re-appear.

Filter menu item

Reset Filter button​

Example below is used to Hide from all forms.

Reset filter button

Hide action will disable filter feature in all D365 forms.

Configuration

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.

Personnalisation

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

Filter

Display options

Display options

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

Simple mode

Additional options will be available for Advanced display.

Advanced mode

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

Workspace tiles

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

Advanced filters