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.
Sorting
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 remember 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.
Please Note: A sort can be applied to all columns in Panel 1 except Task.
Filtering
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.
When selected, the Supplier tab will only show the first 50 results in your list. As you start to scroll down, more will load. If you know what you're searching for, start typing and we'll display the suppliers that match.
Task Filters
Filters can be applied to the Task column to filter on Approvals, Manager Approvals or Conditional Approvals. Other Filters are a flat list, whereas the Task Filter allows you to filter on Task Status, Task Owner or a combination of both.
From the dropdown list, select the parameters to filter on. If you want to mix and match the parameters, select from Statuses and switch over to Task Owners. When you switch between options, the previous parameters will still apply until Cleared out.
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 selection. 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 our
to stay up to date
Related Articles
How to split and group documents
Splitting attachments On occasion, your supplier may send you a PDF that contains more than one bill. As this is 1 file, Lightyear will read this as 1 bill, making it difficult to accurately apply maps and extract information. See the below example ...Where can I find error logs when documents didn't export?
Sometimes you might have an issue with exporting your documents and you may see an error message to let you know that your documents have not in fact successfully exported. Check your Activity for clues In Panel 1, select the document in question. Go ...Can Lightyear see my details and documents?
In short, no we can't. Not unless you invite us to do so. If you would like to invite us to see your data, even for a short period of time, its easy. Head over to Company Settings > Allow Lightyear Support > Yes, as shown below. Only Admins can ...How to handle foreign currency documents
If your business purchases goods and services from overseas suppliers or local suppliers that charge in your non standard currency, there are a couple of ways you can handle these in Lightyear. For ease of use, we would recommend the first option ...Lightyear Panels: Explained
When reading through our Knowledge Base articles or if you’re speaking to our Support Team, you may see us referring to Panels within Lightyear. This article will explain what the Panels are and what information each panel holds. Layout Every tab ...