The Filter Accounts screen is used to configure accounts filter in some of the rows. The following steps will guide you on how to setup filter accounts.
- Click on the dropdown button in the Filter Accounts field of the Current Year Earnings row.
Image Added - The Filter Accounts screen will be opened. In the Quick Filter grid configure the account filter and click Apply button.
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- 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.
In this example, Type is used.
- The configured Account Filter will then be show in the Filters grid.
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or directly configure the account filter from Filters grid
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- Click Save.
- Click Preview to open the Preview screen where Accounts that matched the filter configured will be shown.
Image Added - Click Close. 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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The Filter Accounts screen is used to configure accounts filter for Calculation or Hidden rows |
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. The following steps will guide you on how to filter accounts. - Select a type in
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- the Type field.
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- is selected, Account IDs will be shown in the grid below it.
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- is selected, Account Descriptions will be shown in the grid below it.
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- is selected, Account Types will be shown in the grid below it.
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- is selected, Account Groups will be shown in the grid below it.
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- is selected, Primary Accounts will be shown in the grid below it.
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- is selected, Locations will be shown in the grid below it.
Example: Type is selected.
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- Use
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- to define your account filter.
Example: You want the row to filter all accounts under Expense Type.
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- Click Apply button. The Filters section will then be filled with Accounts configuration.
 Image Modified - Repeat Steps 1 to 3 if you like to filter it even more.
Example: Add Cost of Goods Sold Group to the Filter.
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- 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.
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- Click Save toolbar button. Preview Accounts section will show all accounts that matched the accounts filter configured.
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- Click Close toolbar button. Filter Accounts screen is closed. You will be back in the Row Designer screen, this
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- time Filter Accounts field
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- will show the account filter configured.
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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.
- Add a new row designer or open existing row designer record.
- Add Calculation or Hidden row.
- Place your cursor in the Filter Accounts field and you will see an ellipsis button. Click that button and Filter Accounts screen will open.
 - In grid area, center of the screen, that is where you will configure your account filter. The following topics will show you different ways to filter accounts.
- Click Close toolbar button or the x button at the top-right corner of the screen and you will be back to the Row Designer screen. Check the Filter Accounts field of the row you just configured and it will show how you had it configured.
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