Filters: Overview

Filters help you find the data you need based on specific criteria. Here, find out how filters work on different TaxDome pages and how to make the most of them.

TaxDome filters, explained

Filters are a tool for quickly finding the information you need by applying specific conditions. For example, you can create filters to view accounts with specific tags, find invoices assigned to a certain team member, etc.  Here are the main things you should know about how filters at TaxDome work:

• You can apply as many filters as needed to fine-tune your results.
• Filters are automatically saved, even if you leave and reopen the page.
• The filters you create and the filters your coworkers create don’t overlap.
• You can save search filters for specific criteria as a preset. This allows you to apply them with a few clicks rather than setting up the same filters each time. 

We are constantly improving filters, making them as convenient and flexible as possible. For now, you can encounter three versions of filters at TaxDome:

Find out where you can see them:

• Enhanced one-click filters. Add, modify, or delete filters, including selecting the operator (any of, all of, and more) directly from the list without leaving the page. Clear all applied filters in one click, if nothing was found.

  This filter version works for the Accounts page.

• One-click filters. Add, modify, or delete filters directly from the list without leaving the page. This filter version works for the following pages (click to find out details about available filters):

  • Contacts

  • Organizers

  • Proposals

  • Jobs

  • Tasks

  • WIP

  • Payments

  • Client account notes

  • Activity Feed

  • Transactions

  • Marketplace

• Old filters. Available by clicking the Filter button at the top right of the page. This filter version works for the following pages (click to find out details about available filters):    

  • Docs

  • Communications

  • Job recurrences

  • Invoices

  • Time entries

  • Chats

  • Email

  • SMS

  • Inbox+ notifications

  • Wiki-pages

  • Calendar

  • IRS transcripts

How to use:

Since enhanced filters are being implemented around the system, here we include detailed descriptions of how both versions of one-click filters work. The old filters are described in a separate article .

• Enhanced one-click filters

• One-click filters

Enhanced one-click filters

To use enhanced one-click filters:

1. Go to the Accounts page.

2. Click the Filter at the top left.

3. Select the parameter that will be filtered (e.g., Tags), then select the parameter values with checkboxes (e.g., New clients, 1040, etc.).

4. Choose operator or select date range. 

Date ranges

For date-related filters (Last login, Date created, Date updated, Date, Imported at), you can choose how dates are displayed: either relative to today or using the standard calendar week. Use the Calendar ranges toggle to switch between these options.

Operators

For non-date filters, logical operators define how multiple values are handled:

• Any of – returns results that match at least one of the selected values (logical OR).

• All of – returns results that match all selected values (logical AND).

• None of – excludes results that match any of the selected values (NOT OR).

• Exclude all selected – excludes results that match all selected values (NOT AND).

Entries matching the specified parameters and selectors will be filtered on the page. 

You can add as many filters as you like to get a specific segment of your audience. If nothing was found, use Clear all to quickly delete all filters and start over.

One-click filters

To use one-click filters:

1. Go to the page where one-click filters are available, e.g., Proposals & ELs.

2. Click Filter at the top left.

3. Select the parameter that will be filtered (e.g.,  Status), then select the parameter values with checkboxes (e.g., Signed, Pending).

4. Choose operator if present: 

• Compliance: Is (to include matches), is not (to exclude matches), is empty (to include entities for which the value was not set), is not empty (to exclude entities for which the value was not set). 

• Amount: Is equal to, is greater than or is less than (a number for comparison should be specified).

  You can filter by any parameter several times using different operators for each. Once you’ve selected a filter, the list is narrowed down accordingly. The selected filters are shown at the top-left corner of the list. You can easily change the filters by adding or deleting them. Or, reset all filters by clicking  Edit, and then Reset.

  

  When using a filter with several parameter values (e.g., the Tags parameter with Tax and Bookkeeping values), you can click Edit to select which logic should be applied (OR or AND). Then, choose from the following options: 

• When All is selected, all filter values must match.

• When Any is selected, at least one filter value must match.

  

Presets or Favorites

Filters that use four or more parameters take time to create. Filter presets allow you to save your most frequently used filter selections so you don’t have to start from scratch every time. For example, by saving presets, you can quickly find high-priority jobs with the due date set for the last week or clients with pending items, such as signatures, organizers, approvals, etc.

Save filter presets

Note

Presets/Favorites are available for pages with Enhanced one-click and One-click filters.

Once you’ve added your filter selections, click  Edit, give the filter preset a name at the top left of the sidebar, and then click Save and apply.

The saved preset will be displayed on the page you created it from under the Presets/Favorites link. When you open the Presets/Favorites list, you can edit the preset, make it public, duplicate it or delete it. 

Work in progress

All filter templates previously saved within old filters are migrated to Presets/Favorites.

Apply filter presets

1. Go to the page where you created the filter preset.
2. Click Presets/Favorites and select the needed one from the list. 

When you click on the template, it will be applied to the entries. 

Edit filter presets

1. Open the Presets/Favorites list, then click three dots next to the preset you want to change.

2. Click  Edit. 

3. Change the filter preset and click Save. 

The filter preset will be applied so that you can see the results immediately.

Share filter presets with the team

If you think your saved filter selections might be helpful to your teammates, share the filter preset. 

Note

Public filter presets can be created and deleted by a firm owner, admin, or employee with access rights to manage public filter templates.

1. Open the Presets/Favorites list, then click three dots next to the template you want to share.

2. Click Make Public or Share filter with team members. The preset will be shown in the list for all your team members.

In Enhanced one-click Filters you can also turn on the Share filter with team toggle while editing the filter.

Duplicate presets

If you need to create a filter preset based on an existing one, you can easily duplicate the template, make all the necessary changes and save it as a new filter preset. 

1. Open the Presets/Favorites list, then click the three dots next to the preset you want to duplicate.

2. Click Duplicate/Save a copy.

After this, you can add all the changes you want in the sidebar. To save the duplicate template, give the new filter preset a name, then click  Save and apply.

Delete filter presets

1. Open the Presets/Favorites list, then click three dots next to the preset you no longer need.

2. Click Delete.

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