Account Filters

To access account filters, select Filters from the action bar above the list. These filters make locating accounts easier and faster, and are also useful in creating specific lists of accounts. For example, you can create a list of accounts based on an account segment or report classification.

Available account filters:

Account

  • Segment filter

  • Category

  • Data entry status (include accounts that prevent data entry and/or posting)

Report classifications

  • Class

  • Statement of cash flows

  • Working capital schedule

History

  • Date last changed

  • Last changed by user

  • Date created

  • Created by user

Custom fields (custom filters you created)

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.