The Filter Accounts screen is used to configure accounts filter for Calculation, Hidden or Cash Flow Activity 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 , Hidden or Cash Flow Activityrow.
- 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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