How to Group Estimates/Orders by Status, Date, or Account

In ONYX Align, you are able to group Estimates/Orders by status, date, or account. This helps better organize the Estimates/Orders that are in progress and stay on top of where everything is at within your business.

Table of Contents

(1) Navigate to Estimates, Orders, or Accounts Receivable
(2) Select the “Group by” button near the top of the left-hand navigation bar
(3) Select which group type you would like to apply to your Estimates/Orders
(4) Navigate through your Estimates/Orders according to the group type selected

(1) Navigate to Estimates, Orders, or Accounts Receivable

(2) Select the “Group by” button near the top of the left-hand navigation bar

(3) Select which group type you would like to apply to your Estimates/Orders

The following groups are available:

Section	Groups
Estimates	No grouping Order Status Estimate Status Order Due Date Estimate Expiration Date Account
Orders	No grouping Order Status Invoice Status Invoice Payment Status Product Status Job Status Order Due Date Invoice Due Date Account
Accounts Receivable	No grouping Invoice Status Invoice Payment Status Order Due Date Invoice Due Date Account

How to Group Estimates/Orders by Status, Date, or Account

(1) Navigate to Estimates, Orders, or Accounts Receivable

(2) Select the “Group by” button near the top of the left-hand navigation bar

(3) Select which group type you would like to apply to your Estimates/Orders

(4) Navigate through your Estimates/Orders according to the group type selected

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