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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
- Select a type in the Type field.
- If ID is selected, Account IDs will be shown in the grid below it.
- If Description is selected, Account Descriptions will be shown in the grid below it.
- If Type is selected, Account Types will be shown in the grid below it.
- If Group is selected, Account Groups will be shown in the grid below it.
- If Primary Account is selected, Primary Accounts will be shown in the grid below it.
- If Location is selected, Locations will be shown in the grid below it.
Example: Type is selected.
- Use the checkbox to define your account filter.
Example: You want the row to filter all accounts under Expense Type. - Click Apply button. The Filters section will then be filled with Accounts configuration.
- Repeat Steps 1 to 3 if you like to filter it even more.
Example: Add Cost of Goods Sold Group to the Filter. - 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.
- Click Save toolbar button. Preview Accounts section will show all accounts that matched the accounts filter configured.
- 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.
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