Sorting and Grouping items within Briefcase

Being organised is imperative for a successful business. We understand that and one of our major focuses is making Briefcase as clean and organised as possible. Part of this organisation is the ability to group your data. 

Grouping data makes it even easier to run reports on just the information you need, aswell as helping make each part of Briefcase even easier to understand. 

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When using Briefcase you'll notice that under each tabbed area and under nearly every section, there are blue links. These indicate that there are further items or links to other parts of content relevant to that area. When viewing a section such as Jobs for example, They reference the ability to sort and/or group items. Clicking on these will change the order and grouping for these items. In the image above you'll notice that before the Jobs are listed, there is a grouping called 'Studio'. On our setup of Briefcase it is showing which jobs fall under the Studio Department. 

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Let's say for example, I just wanted to quickly glance at the open jobs for a particular client. I can do that by clicking on 'Client' which will then sort the job list by the client name. You'll notice that after that the client name above the client grouping goes blue, Therefore selecting 'Coopers', will give me a list of jobs only related to our client Coopers.

Further to this you'll notice you can still drill down and sort/group the jobs by selecting Job Entered date, Due Date, Action and Status. So if I wanted to see at a glance which items we're waiting on the client on, I could select 'Action' and then choose the 'With Client' Grouping. 

This isn't just related to Jobs however, You can do the same under Estimates, Purchases, Invoices and Time & Expenses. And to make it even easier to get relevant content for which you've grouped, At the bottom of each area we've placed handy links for related items. That way you can quickly get access to Invoices, Purchases and Planning for these items. The best part of sorting and grouping your items is that you can quickly and easily print this data out to assist you with your reporting.

The interconnectivity between grouping in Briefcase makes it really easy to quickly glance at just the information you need. This paired with our easy Search and Find Mode functionality make finding your data a breeze.

Screen_Shot_2014-07-21_at_10.16.14_am.pngScreen_Shot_2014-07-21_at_10.01.46_am.pngAnother great way to help you quickly see the information you're after is the search icon. This will bring up a dialog box which conveniently lists commonly used filters which differ for each screen. The most common uses are as follows;

  • Jobs - Quickly see which jobs are active and assigned to you.
  • Estimates - Quickly sort by status to see which estimates have been approved or declined
  • Purchases - Quickly establish which purchase orders are on hold or with supplier 
  • Invoices - Quickly sort by Pending, Active or cancelled invoices to assist account managers and sales staff
  • Time & Expenses - Quickly gauge the amount of time entries that have been completed in the last 7 days

 

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