Filters

Understand how filters work across Kolleno and learn fundamental filtering concepts.

Use dynamic date filters, days due/overdue calculations, and time-based filtering for invoices and customer activities.

Filter customers by contact details, communication history, activity dates, and workflow status.

Filter by contact creation/modification dates and find deactivated users in the system.

Find unsent invoices, filter by days overdue, and calculate customer balances using invoice filters.

Filter payment plans by installment due dates and track upcoming or overdue installments.

Advanced filters for workflows including customer groups, invoices, payments, payment plans, payouts, emails, and contacts.

Dynamic filters for customer portals and statements, plus ERP-specific filtering like NetSuite boolean filters.