Step 1: Open the Client List
Go to “Settings & integrations” in the left-hand menu, click “Settings,” then open the “Time tracker configuration” tab. Next, click the “Clients” card to open your full client list.
Step 2: Search by name
Type into the “Client name” field at the top of the page. The list filters live as you type, for example, typing “Ac” instantly narrows the results down to only clients whose name contains that text (such as “Acme Corp”).
Step 3: Filter by currency
Use the “Currency” dropdown to narrow the list to clients billed in a specific currency. It offers a scrollable list of options, including USD, EUR, EGP, JPY, GBP, CNY, AUD, and more, so if you only want to see, say, your USD clients, just pick USD from that list.
Step 4: Filter by status
Use the “All,” “Active,” or “Inactive” radio buttons next to the currency filter to show every client, only active ones, or only the ones you’ve deactivated.
Step 5: Combine filters
Name search, currency, and status can all be used together for a more precise result, for example, searching a keyword while also filtering to “Active” clients only.
Step 6: Reset the Client List When Done
Click the “Reset” button to clear all filters and return to the full client list. If your results still span multiple pages, use the “Items per page” control and the page navigation arrows at the bottom of the table to browse through them.
Why Filters Help as Your Client List Grows
A handful of customers is easy to scan. However, once you work with dozens, filters save real time. For example, you can quickly check which customers are billed in one currency. The codes in that dropdown, such as USD and EUR, follow the ISO 4217 standard.
The status filter is also handy for housekeeping. Review inactive records from time to time, and decide whether to keep them for history. To learn more, read how to edit, deactivate, or delete a client. When you take on new work, see how to add a new client.