Search

4 articles

Search

Search is a powerful feature that allows you to filter and view any combination of assignments in your company. You can customize your results by adding columns, using saved column and filter sets, c…

Updated 1 year ago by Mara Kellogg

Search Filters

Data Set Group. This filter allows you to select one or more data sets. Search only displays assignments from the selected data sets. Date. Click the date filter in the ribbon to select an assignment…

Updated 2 years ago by Jill Bowers

Assignment Queue

The Assignment Queue is a filter in Search that shows unassigned assignments. From the queue, you can assign one or more assignments to individual XactNet addresses in your organization. The screensh…

Updated 2 years ago by Mara Kellogg

Payment Queue

The Payment Queue is a Search filter that gathers all of the estimates submitted for payment and lists them for desk review. When an estimate is in the queue, administrators assign the estimates out…

Updated 2 years ago by Mara Kellogg

Search

Search

Search Filters

Assignment Queue

Payment Queue

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