Amberlo Update Improves Sorting Of Search Results, Adds Grouping And Analytics

In the latest release, we have improved sorting, added grouping, and totals for the search results. Grouping and totals for numeric values will allow more effective analysis of your data including invoiced and due amounts per client, overdue amounts per client, hours registered per employee, client and matter.

Improved invoice search you can see in the image below.

Amberlo Sorting & Grouping

(1) Sorting – we have added additional sort fields to all lists and introduced the possibility to sort in ascending and descending order.
(2) Grouping – we have introduced grouping which allows grouping your search results by different fields like statuses, dates, names and other fields.
(3) Totals – we have added totals to the lists so that you could see time registered working for different matters and clients, invoice amounts, payments due and other statistics.

Clients

Sorting – you can now sort clients by name, surname, type, last viewed and created date in ascending and descending order.

Matters

Sorting – you can now sort matters by name, matter ID, owner, created and modified date in ascending and descending order.

Invoices & Estimates

Sorting – you can now sort invoices and estimates by invoice date, invoice number, the amount due, total with VAT, created and modified date in ascending and descending order.
Grouping – you can now group invoices and estimates by status, client, matter and invoice creator fields.
Totals – you can now see the total net amount, gross amount, paid amount and amount due for each group in the invoice list and for the complete list as well.

Tasks

Sorting – you can now sort tasks by the due date, summary, create and modified date in ascending and descending order.
Grouping – you can now group tasks by status, type, assignee, due date, related contacts, related matters and created by fields.

Timesheets & Expenses

Sorting – you can now sort timesheets and expenses by date, name, create date, modified date, a logged time, payable time and amount in ascending and descending order.
Grouping – you can now group timesheets and expenses by owner, type, invoice status, client and matter fields
Totals – you can now see the total logged time, payable time and amount fields for each group in the timesheets list and for the complete list as well.

Contracts

Sorting –  you can now sort contracts by contract name, contract ID, contract date, start date, end date, created and modified date.

Would you like to try first?

Next Generation Amberlo is currently under intensive user testing and is available only for selected “Beta” testers. You can be one of the first to try it out. Just click here and register for our beta program.

We hope you will enjoy new features and improvements.

Greetings,
Amberlo team

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