Can I sort or filter through my documents?

Can I sort or filter through my documents?

Yes, you can do this in Panel 1 anywhere in the app. Lightyear allows you to Sort through the header columns in Panel 1 in ascending or descending order. Alternatively, if you want to filter your view to just look at a specific filtered set of lines, you can do so with our Filtering feature. You can even use both of these combined! Let's take a look at the below. 


Simply select a header column in Panel 1 anywhere in the app. This will automatically sort in ascending order. Click again to switch between ascending/descending orders. The little blue arrow will appear to indicate which order it has been sorted to.

You can even have different preferences for different tabs and it will remeber your sort preference for each tab. To reset your sort preference, simply refresh the page and it will return to default settings i.e. time of arrival. 


Filtering is triggered by the funnel icon on the right of Panel 1. Click on this present/hide the filter panel. When triggered to present you will the options to select what you'd like to filter by. You can also select multiple filters in this section. 

Reset selection from sort/filter options

Keep in mind, if you've selected bills in bulk, whenever you select a sort/filter option, this will reset your seelction. If you select all again, you'll see the number of bills selected appear at the bottom left of Panel 1. This will select all bills in the tab rather than the ones you just see.


    Check out release notes for Q3 2021

     June  July  August 

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