All Modules Page Default Filters

We’ve recently added a filter feature to all module lists, allowing you to refine the displayed modules list according to your specific needs. You can now easily narrow down the options based on criteria in relevant parameters.

Simply look for the dropdown menu in the Module list interface to access this feature.

MASTERS

  • Account:
Filter nameDescription
AccountThis Filter is default and it will show all Created Accounts.
Accounts with GSTINThis filter will show you Accounts of Customers (Sundry debtors) and Vendors (Sundry Creditors) that are not registered in GST.
Accounts without GSTINThis filter will show you Accounts of Customers (Sundry debtors) and Vendors (Sundry Creditors) that are GST registered.
Inactive AccountsThis filter will show you Accounts that have the status set to Inactive.

  • Item:

Filter nameDescription
ItemThis Filter is default and it will show all Created Items including Products, Services and Additional Services.
Batch ItemsThis filter will show you Items that are added with Batch numbers
Inactive ItemsThis filter will show you Items that have the status set to Inactive.
Additional ServicesThis filter will show you Items that are created as Additional Services.
ProductsThis filter will show you Items that are Physical Products.
ServicesThis filter will show you Items that are Services.

  • Transporter:

Filter nameDescription
TransporterThis Filter is default and it will show all created Transporters.
Inactive TransporterThis filter will show you Transporters that have the status set to Inactive.
Transporter with GSTINThis filter will show you Transporters that are GST registered.
Transporter without GSTINThis filter will show you Transporters that are without GST.

SALES

  • Quotation:
Filter nameDescription
QuotationThis Filter is default and it will show all created Quotations.
Partially Done QuotationThis filter will show you Partially done Quotations.
Pending QuotationThis filter will show you Pending Quotations that are not converted to Invoices.

  • Delivery Challan:

Filter nameDescription
Delivery ChallanThis Filter is default and it will show all created Delivery challans.
Billed ChallanThis filter will show you Delivery challans that are not converted into Invoice.
Unbilled ChallanThis filter will show you Delivery challans that are not converted into Invoice.

  • Sales Invoice:

Filter nameDescription
Sales InvoiceThis Filter is default and it will show all the created Sales Invoices.
Current Month Sales InvoicesThis filter will show you Sales Invoices created in the current month.
E-Invoice GeneratedThis filter will show you Sales Invoices for which the E-invoice is generated.
E-way GeneratedThis filter will show you Sales Invoices for which the E-way bill is generated.
Last Month Sales InvoicesThis filter will show you Sales Invoices that were created in the last month.
Outstanding InvoicesThis filter will show you Sales Invoices for which Payment is pending or payment receipt is not generated.
Overdue InvoicesThis filter will show you Sales Invoices for which the Due date has been over.
Partial Received InvoicesThis filter will show you Sales Invoices for which Payment is received in parts or half.

  • Sales Return:

Filter nameDescription
Sales ReturnThis Filter is default and it will show all created Sales Returns.
Current Month Sales ReturnsThis filter will show you Sales returns created in the last month.
E-Invoice GeneratedThis filter will show you Sales return entries for which the E-invoice is generated.
E-Way GeneratedThis filter will show you Sales return entries for which the E-way bill is generated.
Last Month Sales ReturnsThis filter will show you Sales returns created in the last month.
Reason Sales Return entriesThis filter entry will be shown for which “Sales return” has been selected as the reason in Sales Return.

PURCHASE

  • Purchase Order:

Filter nameDescription
Purchase OrderThis Filter is default and it will show all created Purchase Orders.
Approved OrderThis filter will show you Purchase Orders for which the Approved status is selected.
Partial Completed OrderThis filter will show you Purchase Orders for which the Purchase bill is created in parts.
Pending OrderThis filter will show you Purchase Orders that are Pending and no status has been selected for them.
Rejected OrderThis filter will show you Purchase Orders for which the Rejected status is selected.

  • Purchase Bill:

Filter nameDescription
Purchase BillThis Filter is default and it will show all created Purchase Bills.
Current Month Purchase BillThis filter will show you Purchase Bills created in the current month.
Last Month Purchase BillThis filter will show you Purchase Bills created in the last month.
Overdue BillsThis filter will show you Purchase Bills for which the Due date has been passed.
Partial Paid BillsThis filter will show you Purchase Bills for which Payment is paid in part or half.
Unpaid BillsThis filter will show you Purchase Bills for which Payment is pending or payment entry is not created.

  • Purchase Return:

Filter nameDescription
Purchase ReturnThis Filter is default and it will show all created Purchase Returns.
Current Month Purchase ReturnsThis filter will show you Purchase Returns which are created in the current month.
Last Month Purchase ReturnsThis filter will show you Purchase Returns which were created in the last month.
Reason Purchase Return EntriesThis filter entry will be shown for which “Payment return” has been selected as the reason in Payment Return.

EXPENSE

Filter nameDescription
ExpensesThis Filter is default and it will show all created Expenses.
Current Month ExpensesThis filter will show you Expenses that are created in the current month.
Last Month ExpensesThis filter will show you Expenses which are created in the last month.
Partial Paid ExpensesThis filter will show you Expenses for which Payment is paid in part or half.
Unpaid ExpensesThis filter will show you Expenses for which a Payment entry is not created.

RECEIPT

Filter nameDescription
ReceiptThis Filter is default and it will show all created Receipts.
Cash ReceiptsThis filter will show you receipts where the payment mode is selected as Cash.
Open ReceiptsThis filter will show you Receipts that are not adjusted against any invoices.

PAYMENT

Filter nameDescription
PaymentThis Filter is default and it will show all created Payments.
Cash PaymentsThis filter will show you Payments where the payment mode is selected as Cash.
Open PaymentsThis filter will show you Payments that are not adjusted against any Purchase bill.

If you have any lingering questions or need clarification on any topic, don’t hesitate to get in touch with us. We’re committed to providing you with the assistance you need.