How to use advanced filters to filter invoices and how to perform a mass download of invoices from the CondoWorks app.
Advanced Search
When searching for particular invoice(s), you can use the advanced search tool to easily filter invoices and find the specific one(s) you're looking for.
To use the advanced search tool:
- Click on Invoices in the top navigation bar
- Select All in the drop-down menu
- Click on the
icon at the bottom left of the screen - A search window will appear. Click on the "+" icon to add a new rule.
- Here, you have the option to view and add a new rule. Select the field you would like to search by in the drop down menu.
- Different fields/columns may have different options for how you can filter it:
- For text fields, you can search for terms that the field: Contains, Does not contain, Equal, Not equal, Begins with, Does not begin with, Ends with, and Does not end with.
- For amount and date filters, you can also search for invoices where the value is Less, Less or equal, Greater, and Greater or equal to the value you specify.
- After entering your filters, click the
icon to see only invoices that much your filters. - To add an additional filter, simply click on the "+" icon and add a new rule.
- To remove a filter, simply click on the "-" icon on the right side to remove the rule.
Mass Downloading Invoices
With CondoWorks, you can easily download many invoices at once into one PDF file. To mass download invoices:
- Click on Invoices in the top navigation bar
- Select All in the drop-down menu
- Filter for the invoices you would like to download
- Click on the
icon at the bottom left of the screen - A pop-up message will indicate how many invoices are being downloaded. Click OK if the number is correct
- You will receive an email with a link to download the PDF. Click on the link in the email to download the file
This will download ALL invoices in the selected filters, even if not all of the invoices are shown on the page. As an example, in the screenshot below, it will download the all 35 invoices in the filters, even though only 20 are shown on the first page.
Please note you can download a maximum of 50 invoices at one time. If you need to download more than 50 invoices, please repeat the steps above multiple times, each time filtering for 50 invoices or less.