Overview
When you filter Billing Statements, you can "save" the filter options you currently have applied to the Billing Statements list. This is a compelling feature to help you organize and quickly access the specific Billing Statement you need.
How To Save A Custom Filter
Select the "All Filters" button for all filtering options on the Billing Statements list page.
A right sidebar panel will open with all the available filters for the page.
Select a few filters, and then click "Apply Filters" at the top right of the panel.
After you have applied the filters you need, click "Save Filters".
Enter your custom filter name in the pop-up panel
Click "Save Filters"
You will now see a new oval, pill-shaped button underneath the filters
Click "Clear Filters" to clear all filter options
Click your new custom filter name button to see all the filters re-applied automatically!
By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.
If you have any questions, please let us know!