Create Work Lists

1. Click Invoices. The Invoices page opens.
2. Click Advanced Search.
3. Define your search criteria. See Use Advanced Search.
4. Scroll down and click the Save this search as a Work List checkbox. A name field and available options display.

   

5. Type a descriptive name in the NAME field.

   Tip: Including the search criteria in the name makes it easier for other users to select the most relevant work list in the future.

6. Select an availability option.
   Options are:

   • Private – You are the only user who will see this work list
   • Public – The work list will be available to all users at your organization and will be labeled Public
7. Click Save as Work List. The application saves the work list and displays a message.

   

8. Click Close.