Search for a job or invoice using filters

While most pages in RollKall have a search field at the top, the filtering capability on the Jobs and Payments pages, in particular, help you find the information you need, faster. This article discusses not only how to access/toggle the filters, but also lets you know how most users use them.

On the Jobs page, the filters are open by default. Most of our users use both the Client and Date Range filters (Date Range is not an available filter on the Active tab)  so they can limit the number of jobs they are viewing. The toggles at the bottom of the Filters section also act as filters on the jobs that display.

On the Payments page, the filters also open by default. On this page, most of our users select the Client and Officer filters to narrow down their results.