{"id":5575,"date":"2024-10-29T11:37:47","date_gmt":"2024-10-29T09:37:47","guid":{"rendered":"http:\/\/support.simplbooks.ee\/en\/?post_type=ht_kb&#038;p=5575"},"modified":"2025-11-04T11:47:27","modified_gmt":"2025-11-04T09:47:27","slug":"using-filters-in-lists","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/using-filters-in-lists\/","title":{"rendered":"Using filters in lists"},"content":{"rendered":"<p>In addition to the <strong>general<\/strong> <strong>search<\/strong> <strong>field<\/strong>, it is also possible to search within lists based on data in different columns. To do this, click on the &#8220;<strong>Advanced<\/strong> <strong>Search<\/strong>&#8221; button next to the search field, and search fields will appear above all visible columns.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26496\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng.png\" alt=\"\" width=\"932\" height=\"182\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng.png 932w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-300x59.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-768x150.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-50x10.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-920x180.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-600x117.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01_nimekirjades-filtrite-kasutamine-eng-320x62.png 320w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/a><strong>The visible columns in lists<\/strong> are configurable. By clicking the &#8220;<strong>Actions<\/strong>&#8221; button next to the list, you will see the option &#8220;<strong>List<\/strong>\u00a0<strong>columns<\/strong>.&#8221; The available columns depend on the list you are currently viewing.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02_nimekirjades-filtrite-kasutamine-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-26499 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02_nimekirjades-filtrite-kasutamine-eng.png\" alt=\"\" width=\"201\" height=\"182\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02_nimekirjades-filtrite-kasutamine-eng.png 201w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02_nimekirjades-filtrite-kasutamine-eng-50x45.png 50w\" sizes=\"auto, (max-width: 201px) 100vw, 201px\" \/><\/a><\/p>\n<ul>\n<li><strong>Text<\/strong> <strong>field<\/strong> &#8211; searches by text inclusion. For similar names, write the name out in more detail to find an exact match.<\/li>\n<li><strong>Number field (amounts)<\/strong> &#8211; for exact matches, enter an equals sign at the beginning of the search (=111.11).<br \/>\n<strong>For ranges<\/strong>, use a hyphen (0-111).<br \/>\nFor finding amounts greater than or equal to a specific value, use a hyphen after the number (500-).<br \/>\n<strong>To find amounts up to a certain value<\/strong>, place the hyphen before the amount (-500).<\/li>\n<li><strong>Date fields<\/strong> &#8211; to find a single month, enter the month and year (03.2024). For filtering by a <strong>specific<\/strong> <strong>date<\/strong>, enter day+month+year (20.03.2024). <strong>For<\/strong> <strong>a range<\/strong>, use a hyphen between the start and end dates (01.01.2024-15.02.2024).<br \/>\nFor <strong>transactions up to a specific date<\/strong>, place the hyphen before the date (-20.03.2024), and for <strong>transactions from<\/strong> <strong>a specific<\/strong> <strong>date<\/strong> onward, place the hyphen after the date (20.03.2024-).<\/li>\n<\/ul>\n<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"782b29d6-fb1f-4f91-b790-1039afe1aa01\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Different lists have different columns that can be used for search. Here are some additional tips:<\/p>\n<ul>\n<li><strong>Due date<\/strong> &#8211; to find unpaid invoices, set the filter to 00.00.0000 (an additional option if filtering by status is insufficient).<\/li>\n<li><strong>Time<\/strong> column (notes, user history) &#8211; search follows the same principle as in a regular date column.<\/li>\n<li><strong>Sales invoice<\/strong> column (prepayment invoices) &#8211; to find prepayment invoices not yet turned into invoices, set the filter to =0.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><em>If you have any additional questions, write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[170,183,185],"ht_kb_tag":[],"class_list":["post-5575","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-where-to-start","ht_kb_category-settings","ht_kb_category-other"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=5575"}],"version-history":[{"count":7,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5575\/revisions"}],"predecessor-version":[{"id":27299,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5575\/revisions\/27299"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=5575"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5575"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}