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

A guide to filtering on the Chart of Accounts screen in Build Mode, covering how to use the filter icon to search and select records.

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

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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