Filters
All you need to know about filters in Kolleno
Basics
Understand how filters work across Kolleno and learn fundamental filtering concepts.
Date & Time Filters
Use dynamic date filters, days due/overdue calculations, and time-based filtering for invoices and customer activities.
- How to Use “Days Due” and “Invoice Days Overdue” Filters in the Invoice TableTrack invoice due dates and overdue status.
- Dynamic Date FiltersDynamic date filters in Kolleno to view time-based data that automatically updates with each day.
- Customer Activity Date and Days FiltersFilter customers based on when key activities happened using fixed dates or rolling days since today.
Customer Filters
Filter customers by contact details, communication history, activity dates, and workflow status.
- How to Find Customers Missing Contact DetailsUse this filter to find customers with no email or phone number saved in their profile.
- Filter Customers by Email Sent and Email ReceivedSearch Customer emails by subject or body using “Email Sent/Received Content” with the Contains operator.
- Filter Customers by Last Company Communication Date Sent to ThemFind customers with no emails or calls from your team within a specific date range.
- Filter Customers by Customer Group Workflow StatusFilter customers based on whether their customer group is part of an active workflow.
- Using Custom Fields and Columns for your dataCustom fields allow you to extend your invoice data with company specific information beyond Kolleno's standard fields
Contact & User Filters
Filter by contact creation/modification dates and find deactivated users in the system.
Invoice Filters
Find unsent invoices, filter by days overdue, and calculate customer balances using invoice filters.
Payment Plan Filters
Filter payment plans by installment due dates and track upcoming or overdue installments.
- Days Before / After Next Installment is DueLearn how to use the “Days before / after next installment is due” filter to view customers based on the due date of their next unpaid installment.
- Days Before / After Any Unpaid Installment is DueLearn how to use the “Days before / after any unpaid installment is due” filter to identify overdue or upcoming payment plan installments.
Workflow Filters
Advanced filters for workflows including customer groups, invoices, payments, payment plans, payouts, emails, and contacts.
- Workflow Filters - Customer & GroupTarget workflows at customer or group level to manage balances, escalate chasing, and personalise communication.
- Workflow Filters – PayoutsAutomate reconciliation of outgoing payouts to review provider settlements and fees.
- Workflow Filters – Emails, PersonReact to incoming emails and route communication to the right contacts automatically.
- Workflow Filters – Payment Plans & Promise to PayAutomate workflows for instalments and payment commitments to reduce defaults and improve collection outcomes.
- Workflow Filters – Payments (PSP) & Payments (ERP)Use Payment filters to track PSP transactions and ERP-recorded payments for retries, allocations, and reconciliation.
- Workflow Filters – Invoice & Credit NoteManage invoices and credits in workflows to keep balances accurate and escalate reminders effectively.
Advanced/Specialized
Dynamic filters for customer portals and statements, plus ERP-specific filtering like NetSuite boolean filters.
- Understanding "Empty" vs "F" in NetSuite Boolean FiltersUse "is not T" for checkbox fields to match both F and empty — they behave differently in NetSuite.
- Dynamic Filters for Customer Portal and StatementsGuide to setting up and saving dynamic filters to control which invoices, credit notes, and payments customers see in the Customer Portal and Statements