Filter and sort the Customers Dashboard
Find the accounts you need by combining filters, sorting, and search.
Find the accounts you need by combining filters, sorting, and search. The Customers Dashboard can show your full account list or a narrow slice of it, depending on what you need to work on.
Search
The search bar at the top of the dashboard accepts customer name or account number. Results update as you type. To clear the search, delete the text or click the clear button.
Filters
Filters narrow the customer list to accounts matching your criteria.
Account status
Filter by whether the account is active or inactive in your ERP.
Invitation status
Filter by the customer's registration status for the Payments portal:
| Filter | Shows |
|---|---|
| Not Invited | Customers who have not been sent a portal invitation |
| Pending | Customers who have been invited but have not yet accepted |
| Accepted | Customers who are registered and can pay through the portal |
| Declined | Customers who declined the invitation |
| Expired | Customers whose invitation expired |
Sorting
Click any column header to sort by that column. Click again to reverse the sort order. The current sort is indicated by an arrow.
Sortable columns:
| Column | Sort use case |
|---|---|
| Collection Priority | Default. Highest-priority accounts first. |
| Outstanding | Largest or smallest balances first. |
| Account Name | Alphabetical. |
| Invoices (Current / Past Due) | Sort by current or past-due amounts. |
| Wtd. Avg. Days Overdue | Most overdue accounts first. |
| Aging Buckets (1–30 / 31–60 / 61–90 / 91+) | Sort by amount in a specific aging range. |
Combining filters and sorts
Filters and sorts work together. A few examples:
- "Which high-priority accounts are not on the portal yet?" Filter to Invitation Status: Not Invited, sort by Collection Priority descending.
- "Which of my largest accounts are past due?" Sort by Outstanding descending, scan the aging columns.
- "Who has accepted their invitation?" Filter to Invitation Status: Accepted, sort by Account Name.
Reset
To clear all filters and return to the full list, reset the filter selections. Sorting returns to Collection Priority descending by default.
Related
- Review and prioritize accounts — Building a daily workflow using filters and Collection Priority.
- Customers Dashboard reference — Full documentation of every field and filter.