Table view

It’s designed for searching, filtering, and reviewing larger numbers of invoices — especially as your records grow over time.

This article explains what you can do in the Table and how to use its tools effectively.

What the Table shows

The Table shows the same invoices as your Board — just in a different format.

Each row represents an invoice, and each column represents a specific piece of information, such as:

• Provider

• Description

• Support category

• Support dates

• Amounts

You can switch between the Board and the Table at any time.

Searching your invoices

At the top of the Table, you’ll find a search bar.

The search uses partial word matching, which means:

• You don’t need to type the full word

• Any matching text will be included in the results

You can search by:

• Provider name

• Support description

• Support category

• Or any other visible text in the table

This makes it easy to quickly find what you’re looking for.

Filtering your invoices

The Table includes filters to help narrow down results.

Filter by support date

You can filter invoices by support date using a start and end date range.

This is useful when reviewing:

• A specific claim period

• A date range for reporting or auditing

Filter by support category

You can also filter by support category.

• Multiple support categories can be selected at once

• Only invoices matching the selected categories will appear

Filters can be combined with search to further refine results.

Sorting columns

Each column can be sorted.

When you hover over a column title, you’ll see a sort icon that lets you:

• Sort ascending

• Sort descending

Sorting helps when comparing values or reviewing invoices in a specific order.

Column options and managing columns

When you hover over a column title, you’ll also see a three-dot menu.

This menu includes options such as:

• Hide column

• Manage columns

Managing columns

Selecting Manage columns opens a dialog where you can:

• Show or hide specific columns

• Customise which information is visible in the Table

This allows you to tailor the Table to what matters most to you.

List density

You can adjust the density of the Table to control how compact the rows appear.

This is helpful if you prefer:

• A more spacious view with larger rows, or

• A denser view to see more invoices at once

Exporting to CSV

You can export the Table to a CSV file at any time.

This allows you to:

• Download your invoice data

• Open it in spreadsheet software

• Keep your own offline records if needed

The export reflects the data currently visible in the Table.

When to use the Table vs the Board

• Use the Board for day-to-day workflow and tracking progress

• Use the Table for searching, filtering, reviewing, and reporting

Both views work together — you can switch between them depending on what you need to do.

That’s the Table view!

If you understand how to:

• Search and filter

• Sort and manage columns

• Adjust density and export data

…then you know how to use the Table effectively.

It’s there to support you as your invoices grow — without adding complexity to your daily workflow.