The Supplier Invoices App of Apptivo is a one-stop solution to create and manage all the supplier invoices. In addition to the different filters provided by Apptivo, you can also create your own filters and create a new view for it from the left navigation panel of the application.
Steps to create a custom view
- Connect to your Apptivo account and select the Supplier Invoices app from the universal navigation menu bar. In the App, go to the left navigation panel and click on the “+” icon in the “My Views”.
- The Create View side panel will come into view. Here, you can determine the attributes based on which this new view should pull the records. For instance, you can choose to display only the supplier invoices assigned to you.
- Click on the search icon to list the supplier invoices according to your configuration.
- The search results will be listed. Click on the Save as View button to create a view with the search results.
- The Save as View popup will appear. Give a name for the view. You can also enable the toggle for Share with other users to share your view.
- On selecting the Save button, you can view the created view listed in the My Views section of your Supplier Invoices App.
- Here, you can edit or delete the view as per the business purpose.
