Working with lists

Every list in WizeBooks, such as invoices, bills, customers or products, works the same way. Here it's the invoice list.

1. 1Search finds rows by any text or amount.
2. 2New adds one, here New invoice.
3. 3More options (below).
4. 4The stat band sums the list up, for example Open invoices, Open balance, Overdue invoices and Overdue balance.
5. 5The first filter: by customer, vendor, account or type.
6. 6The status filter, such as All Statuses, Overdue or Paid.
7. 7The date filter (This year by default) sets the date range.
8. 8A column heading with arrows sorts by it. Choose it again to reverse. Drag a heading to move the column, and drag its edge to resize it. The width comes from the columns to its right, so a list never scrolls sideways.
9. 9The checkboxes pick rows to act on together.
10. 10The ⋮ at the end of a row holds the actions for that item.

Choose a row to open it. Long text is shortened with "…": hover to read it all, and use the copy button beside an email to copy it.

More options

1. 1Print the list as filtered.
2. 2Export to Excel.
3. 3Export to CSV.
4. 4Show stat bar turns the summary band on or off.
5. 5Columns: tick the ones to show.
6. 6Drag the handle beside a column to change the order.
7. 7Page size: 50, 100, 250 or 500 rows at a time.
8. 8Row height: Tall, Average or Short.

Lists of customers, vendors and products also have Show inactive here. WizeBooks remembers these choices for each list, on each browser.

Acting on many rows

1. 1Tick the checkboxes of the rows you want. The box in the heading ticks every row shown.
2. 2Batch actions appears in place of the filters, with how many are ticked.

1. 1Batch edit changes only the fields you check. The rest keep each row's own value.
2. 2Check a field and fill it in, then save to change it on every ticked row.

On a phone

Lists show as cards, one per row, with the most important fields. 500 rows load at a time, with Load more at the bottom.