Filters and search
Find a document with the quick search, combine the status, date, amount, customer, VAT period and validated filters, sort the columns and read the list on mobile.
Every document list (invoices, purchases, estimates, credit notes…) shares the same tools: a quick search, a Filters window with six sections, badges showing the active filters, and sortable columns. The tiles at the top (revenue, VAT, number of documents) are recalculated on the filtered selection.
What you will do
- Run a quick search.
- Combine several filters in the Filters window.
- Remove a filter with one click on its badge.
- Sort the list and read it on a phone.
Quick search
Type in the Quick search... field above the list: document number, customer or supplier name. The list filters as you type and a grey badge repeats the text searched for. Clear the field to return to the full list.
The Filters window
Click Filters (to the right of the search; the button shows the number of active filters). The sections follow one another in the left-hand column, each with its own search field.
| Section | Choices |
|---|---|
| Status | Created, Sent, Paid, Partially paid, Overpaid, Sent via Peppol, Accepted, Registered, Refused, Closed, Overdue badges; several statuses possible |
| Date | Year shortcuts (2026, 2025, 2024…), or Start date and End date |
| Amount | Minimum amount and Maximum amount slider, with ready-made bands (€0 - €1,150, €1,150 - €2,300, €2,300+) calculated from your documents |
| Customer (or Supplier for purchases) | Checkboxes, several parties possible |
| VAT Period | Quarters Q1 to Q4 with their dates, to prepare a return |
| Validated | Only validated documents checkbox |
Confirm with Apply filters. Reset filters empties every section.
- Click Filters, to the right of the search field.
- The window opens on the Status section.
- Select a chip, for example Paid.
- Add more: several statuses can be combined.
- Apply filters updates the list.
- The Filters button shows the number of active filters.
- In the Filters window, open the Amount section.
- The minimum amount starts at zero.
- The maximum amount matches your largest document.
- The ready-made ranges, computed from your documents, set both bounds in one click.
- In the Filters window, open the VAT Period section.
- Each quarter has its own line, with its dates.
- Pick the quarter of the return you are preparing.
- Apply: only the documents of that quarter remain listed.
The All dates button at the top right of the page offers the same date bounds without opening the window. It reflects the active date filter.
The active filter badges
Each applied filter becomes a coloured badge under the search: blue for a status, green for a customer, pink for a date, emerald for an amount, orange for a VAT period, indigo for "Only validated documents". The cross on the badge removes that one filter; Reset filters removes everything at once.
Two more filters live in the same place:
- Not sent to accountant (with its counter): shows only the documents not yet transmitted to your accounting firm. See Export documents.
- The All, Stripe, Manual and Duplicates tabs, present only if Stripe invoices or duplicates exist. See Stripe online payment and manual payments.
The « Corbeille » (trash) link leads to the deleted documents: see Trash.
Sort
Click a column header to sort, a second time to reverse the order: INVOICE NO., CUSTOMER, ISSUE DATE (default sort, most recent first), DUE DATE, AMOUNT, STATUS. The list footer reads "Showing 1-25 of N Documents" with the totals excluding and including VAT of the filtered documents.
What is kept
Filters apply to the current list: switching document type (from Invoices to Estimates) starts from an unfiltered list. On web.novadesko.com, the filter state is written into the page address: you can copy the URL to return to or share the same view, and choose 25, 50, 100 or 500 rows per page.
On mobile
On a phone, the Filters button shrinks to its icon and each document becomes a card: checkbox, customer name, status badge, number, date and identifier on one line, amount including VAT, then the Options menu. The figure tiles stack above the list.
- On a phone, quick search stays at the top of the list.
- The Filters button opens the same sections.
- Each document becomes a card.
- The status remains visible on the card.