In the grid in Liquidity, you quickly find your way by searching for the item, using the button that takes you to the nearest item, filtering on only incoming or outgoing payments, and switching to compact row view. From an item, you can also go directly to the payment plan or open an invoice.
The tools in the grid
Search: Search for a specific contract, change order or, for example, a contingency item.
Go to nearest item: If you have zoomed in or lost track in a long project, use the button that takes you to the nearest item.
Go to the payment plan: From an item with a payment plan, you can go directly to the plan and adjust it. Liquidity updates automatically.
Open invoice: An invoice in the grid can be opened directly, and is shown as in invoice processing.
Filter: Show only outgoing payments or only incoming payments.
View: Choose the standard view with taller rows, or the compact view where details are shown at the side. This fits more on the screen.
How to do it
Go to Liquidity and select the Grid view.
Use the search field or the filter above the grid.
Click an item to see details, go to the payment plan or open the invoice.
