How do I filter ProPays in Protiv? 🔍

This article explains how to use filters to quickly find the ProPays you need on the Protiv platform.

Protiv's ProPay page offers a variety of filters to help you zero in on specific ProPays. Here's how to use them:

1. Default View: When you first open the ProPay page, it defaults to showing you ProPays with an "Open" status. These are ProPays that haven't paid a worker bonus yet. 🔓

2. Changing the Filter:

   • To see ProPays with a different status (Pending, Started, Completed, Approved, or Closed), click on the "Open" filter dropdown menu and select the status you want to view.
   • You can also add more filters to narrow down your search even further. Click the "Add Filter" button and choose from options like:
     • ProPay Without Budget Only (toggle): Shows all jobs with ProPays that are missing budgets. This can happen if your integration doesn't support bringing the budget over, and you'll need to add it manually.
     • Workers: Filter by the specific workers assigned to the ProPay. 👷‍♀️👷‍♂️
     • Managers: Filter by the manager responsible for the ProPay. 💼
     • Status: Filter by the current status of the ProPay (Pending, Started, Complete, Approved, or Closed).
     • ProPays (the title): Filter by the name or ID of the ProPay.
     • Jobs (the title): Filter by the name of the job associated with the ProPay.
     • Stated On: Filter by the date the ProPay was created. 📅
     • Ended On: Filter by the date the ProPay was closed. 📅
     • Budget Amount: Filter by the budgeted amount for the ProPay. 💰
     • Budget Hours: Filter by the budgeted hours for the ProPay. ⏳
     • Variance Amount: Filter by the difference between the budgeted and actual cost of the ProPay. 📈📉
     • Variance Hours: Filter by the difference between the budgeted and actual hours of the ProPay. 📈📉
     • Hours Worked: Filter by the total hours worked on the ProPay.
     • Visit Dates: Filter by the dates when the job site was visited. 🗓️

3. Applying Multiple Filters: You can combine multiple filters to get very specific results. For example, you could filter for pending ProPays assigned to a particular manager that start within a specific date range.

4. Clearing Filters: To remove all filters and see all ProPays again, click the "X" button next to the filter you want to remove. 🔄

💪🏼 Pro Tip: Use filters to quickly find the ProPays you need to review, approve, or edit. This can save you a lot of time and effort, especially when dealing with a large number of ProPays. ⚡