Filters
All you need to know about filters in Kolleno
Why is the filters’ setting different even though you did not change it?
How do filters work across the Kolleno platform?
How to Find Invoices Not Yet Sent Out in CommunicationIdentify invoices send or not to your customers.
How to Filter by Deactivated UsersFilter your users by looking at records linked to deactivates team members.
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.
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.
How to Use “Days Due” and “Invoice Days Overdue” Filters in the Invoice TableTrack invoice due dates and overdue status.
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
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.
Dynamic Date FiltersDynamic date filters in Kolleno to view time-based data that automatically updates with each day.
Inv. Days Latest Note Modified FilterInv. days latest note modified filter to identify invoices based on the most recent note modified.
Filter Customers by Customer Group Workflow StatusFilter customers based on whether their customer group is part of an active workflow.
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.