Page History

The Filter Accounts screen is used to configure accounts filter for Calculation or Hidden rows. The following steps will guide you on how to filter accounts.

There are 2 ways on how to use this screen.

Via Quick Filter

1. Select a type in the Type field.
   Image Added
   
   1. If ID is selected, Account IDs will be shown in the grid below it.
   2. If Description is selected, Account Descriptions will be shown in the grid below it.
   3. If Type is selected, Account Types will be shown in the grid below it.
   4. If Group is selected, Account Groups will be shown in the grid below it.
   5. If Primary Account is selected, Primary Accounts will be shown in the grid below it.
   6. If Location is selected, Locations will be shown in the grid below it.
      Example: Type is selected.
      Image Added
2. Use the checkbox to define your account filter.
   Example:  You want the row to filter all accounts under Expense Type.
   Image Added
3. Click Apply button. The Filters section will then be filled with Accounts configuration. 
   Image Added
4. Repeat Steps 1 to 3 if you like to filter it even more. 
   Example: Add Cost of Goods Sold Group to the Filter. 
   Image Added
5. Use the Filters section, to modify the Conditions. In this example, you will want to filter accounts under Expense Type and Account Group is not Cost of Goods Sold.
   Image Added
6. Click Save toolbar button. Preview Accounts section will show all accounts that matched the accounts filter configured. 
   Image Added
7. Click Close toolbar button. Filter Accounts screen is closed. You will be back in the Row Designer screen, this time Filter Accounts field will show the account filter configured.
   Image Added

...