What it is
The chips under the search field narrow the list. Quick chips: All, Cash In, Cash Out, Credit, Today, This month. The Filters chip opens the full sheet with dates, entry type, payment mode, category, contact, members and the Book's custom fields.
Why it helps
See only this week's cash out, only one customer, or only what one staff member recorded.
How to do it
- Open the Book.
- Tap a quick chip, or tap Filters.
- In the sheet choose a date range, a type, a mode, a category, a contact or a member.
- Tap Apply.
- Tap Clear all, or the X on a chip, to remove filters.
Good to know
- Date choices: All time, Today, Yesterday, This week, This month, Last month, Since date, Pick a day, Date range.
- While a filter is on, the top card shows the Filtered total and the full Book balance under it.
- Reports start from the filters you have on. See "Generate a report".
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