The Completed Tasks list displays all tasks that you have access to that have been completed and are ready for invoicing. Tasks with final invoices can still be displayed in this list if the invoice status is 'In Progress' (i.e. has not been approved).
Tasks highlighted in Blue have parts/materials with a zero dollar cost value.
Click into the search field and enter at least three characters for your search, select a field option (Task, Ref No, Job No, Cust On, Description, Client, Location, Cust Field), using the (three lines) then click Search.
Columns can be sorted by Ref No, Job No, Client, Type, Requested, Completed, Completed By fields. Click a field heading link to sort tasks by that field.
You can reorder the list of fields by clicking and holding the mouse on any header and then moving it left or right on the page. Release the mouse button to drop the column into its new position.
Click Default Ordering (AZ icon) to return to the default AroFlo order of the columns.
Filter by status
The task filter (seen in the current task list) will default to Closed tasks . Change this to 'All' to include tasks that have been completed and invoiced, where the invoice has been approved.
Filter by date
Click the (calendar) to select a date range to filter by.
Click(box with down arrow) to allow you to bulk archive any task that does not have a final invoice.
Click the options button (three dots) in the Actions column to copy a short URL to that task. This function is also available from within a task.
Click the page number link at the bottom of the screen.