Saved views

Required roles: Finance manager, Finance approver, AP processor

Saved views let you customize how you navigate the Bill List. Instead of working from fixed tabs, you can create personal views with your preferred filters, set a default that loads when you open Bills, and switch between views with one click.

Overview

The Bill List opens with a row of views at the top:

• Predefined views — standard views available to all users: Pending review, Pending approval, Pending AP action, Pending matching, and Pending payment. These can't be renamed or deleted, but you can set any as your default.
• Your views — views you've saved with your own filters. A divider separates them from predefined views so it's always clear which is which.

Each view shows a count (for example, Pending approval (12)) so you can see volume at a glance.

Create a view

1. In Bills, click + at the end of the views row.
2. Enter a name for the view.
3. Select the filters you want to apply.
4. To make this your default view, toggle right Set as default.
5. Click Save.

Your new view appears in the views row.

Set a default view

Your default view loads automatically every time you open Bills. You can only have one default at a time.

To set or change your default:

1. Click the 3-dot menu on the view.
2. Select Set as default.

Edit or rename a view

1. Click the 3-dot menu on the view.
2. Select Edit or Rename.
3. Make your changes and click Save.

Predefined views can't be renamed or edited.

Delete a view

1. Click the 3-dot menu on the view.
2. Select Delete.

Predefined views can't be deleted.

What happened to my saved views and tabs?

Your previous tabs and saved views have migrated automatically. Filters and default settings are preserved — no action needed.

Common questions