Filtrage Avoirs

This functionality allows you tosimplify search, sorting and consultationcredit invoices recorded in the system. Thanks to the filter, you can quickly find a specific invoice without having to scroll through the entire list.

Filter purpose

• Save timewhen searching

• Avoid selection errors

• Facilitate targeted data analysis

• Quickly access a specific invoice or group of invoices

Filter available criteria

1. Invoice number
   Permet de rechercher directement une facture d’avoir à partir de sonnuméro exact.

2. Client
   Affiche uniquement les factures associées à unclient spécifique, ce qui est utile pour le suivi client ou les relances.

3. Fleet
   Allows you to filter bygroup of vehicles or fleet, useful for analyzes by team or activity.

How to use the filter?

1. Click on“Filter”at the top of the credit note list.

2. Complete one or more fields:

   • Type or select ainvoice number

   • Choose onecustomerin the drop-down list

   • Choose afleet

3. The list of invoices isautomatically updatesto display only results matching your selection.

Good to know

You cancombines several criteria(e.g. filter all invoices from customer “SOUSS” on fleet “XYZ”) for even more precise searches.