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Next Generation - Filtering on the Chart of Accounts Build Mode screen

You can filter on the Chart of Accounts screen when the screen is set to be in Build Mode.
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Use filters on the Chart of Accounts screen:

  1. Hover over the Select All column name to make the filter icon visible.

  2. Click on to open the filter bar and the drop-down list.
    ​Note: The search field displayed at the top of the drop-down is a contains filters so you can type in a couple of numbers of letters to find the record you are looking for, you don't have to remember the exact name or numbers.

  3. Once you have searched for a record and then you have ticked that record in the drop-down list, you can then perform other searches and your previously selected records will be remembered for you.

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