Almost every page in the NexerIQ Web App shows your records in a list — your customers, products, invoices, ledger entries, and more. Every list works the same friendly way, so once you've learned the tools here you've learned them everywhere. This guide is the one to keep handy.
Find a record
Use the search box above a list to filter it down as you type — it looks across the visible columns. To open a record, select its row (or use the Actions menu at the end of the row and choose Edit).
Sort, filter, and group
- Select a column header to sort by it; select again to reverse the order.
- Open the options menu (the lines icon on the right of the toolbar) and choose Filter to show a filter row under the headers, where you can set conditions per column.
- Choose Grouping to group rows by a column — handy for totals by category or status.
- Choose Columns to show or hide columns, and Reset to put the layout back the way it started.
Add, edit, and delete
Where a list lets you create records directly, you'll see a New button (the plus icon). Each row's Actions menu offers Edit and Delete. When editing inline, save with the check and discard with the X. Deleting always asks you to confirm first.
Export and import
From the options menu, Export downloads the list as CSV, Excel (XLSX), JSON, or TOON, and Import lets you bulk-add records from a file. These each have their own full guide — see Exporting data from NexerIQ and Importing data into NexerIQ.
Ask AI about a list
On lists where it's enabled, the options menu also offers Summarize and AI filter (look for the sparkles icon). Summarize writes a short plain-language overview of what's on screen, and AI filter lets you describe what you want in your own words — for example "unpaid invoices over 30 days" — and filters the list for you. Clear an AI filter with the X on its chip.
Tip — long lists are split into pages. Use the pager at the bottom to move between them, and where offered, the page-size selector to show more rows at once.
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