Filter, search, regenerate Payment Readiness grid

In Cimpl, there are filter and search functions for each section's grid or card view. The filter and search function helps you find specific items, services, addresses etc. faster.

For Default Properties and Additional Attributes, there is a wide variety of operators you can choose from for each filter. See the full list of operators.

Note: An Administrator can edit what columns are displayed and in what order for the Payment Readiness Account Details grid.

If applicable, select a Category, Provider or Invoice Period. The grid or cards updates.

Note: The above filters are not available on all grids. They depend on which section you are in.
Expand the Filters section.
Select a filter. The filter appears under Selected Filters.
Select the filter operator.
Enter filter values.
Repeat steps 2-4 for all selected filters.
Click Apply Filter. The Filter icon appears blue once the filters are applied.
Click on any item in the grid to open the details.
Child accounts are listed under their parent accounts—click an account name to see all of its connected services.

Deselect any filters:

Click the X to the right of the filter and then click Apply Filter.

Remove all filters:

Click Clear All and then Apply Filter.

Note: The filters that you've selected will remain applied, even if you log out of Cimpl. The filters are bookmarked and will only change if you click Clear All or after you set new filters and click Apply Filter.

Regenerate Payment Readiness grid

If you make a change to a Provider's account or service details and you want it to be reflected in the Payment Readiness grid, you can regenerate it.

Click Regenerate.
Select a provider.
Click Apply.
The grid will be updated.

Regenerating is useful when:

You add a new account
You update account information or hierarchy
You update the allocation on an account or service
You add or remove service(s) to an account
You update service information

Note: You can only regenerate the latest invoice period.