Step 4: Setting up custom views

Step 4: Setting up custom views

Introduction

Change the documents that is shown to you for an easier handling experience! Learn how to change the documents shown to you, and create custom filters. 

How to Find Custom Views in Zoho Books 

  1. Navigate to database module you need to sort
  2. Click on the "Views" dropdown, (default will show "all")
  3. Select most helpful filter to view all documents that fit the criteria
    1. Filter views can be changed at any time 

How to Create Custom Views in Zoho Books 

Info

Infovideo uses invoices as an example, instructions apply to any module


Video shoes how to create custom view for pushed and unpushed invoices 
  1. Navigate to database module you need to sort
  2. Click on the "Views" dropdown, (default will show "all")
  3. Select "New Custom View" 
  4. Enter details for new custom view as follows : 
    1. Name 
    2. Criteria for custom view (info below)
      1.  field (select which field you want to filter with)
      2. logic (criteria the previously selected field should meet)
      3. placeholder (auto generated, for system use) 
      4. click the + button to add more criteria 
    3. Visibility (select who in your organization can see and use the custom views) 
  5. Save view 
  6. Find new custom views at the bottom of the custom view list , in the "shared with me" dropdown.

Example: how to make a custom view for unpushed invoices (after 1 jan 2025)

  1. New custom view 
  2. Name the custom view "Unpushed invoices" 
  3. enter the criteria for unpushed invoice: 
    1. Invoice UUID - will check in the UUID field of the invoice 
    2. is empty - will make the filter only show invoices that do not have any info in the UUID field
  4. add another criteria for invoice date : 
    1. invoice date - will check in the date field of the invoice 
    2. after - will make sure the filter only shows invoices created after a certain date 
    3. 1 jan 2025 - the date that the filter will check 
      1. you may set this to be any date necessary for the eInvoice unpushed filter 
  5. Select sharing settings to everyone - allows everyone in your organization to see the filer in their Zoho Books 
  6. Save

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