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.
- The Filter Accounts screen will be opened. In the Quick Filter grid configure the account filter and click Apply button.
- 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.
or directly configure the account filter from Filters grid
- Click Save.
- Click Preview to open the Preview screen where Accounts that matched the filter configured will be shown.
- 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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