Next Generation - Use the Advanced Filters panel

With the advanced filters, you can customise the fields that you'd like to be able to search on in any enquiry, record list or processing screens that use our Next Generation technology.

The Advanced Filter panel allows for more powerful searches and less mouse clicks for you to perform.

The most frequently used fields are already displayed in the panel, but you're able to change these to suit your needs the best.

Note: Some enquiries open with displaying the header part of a transaction and have an expand arrow that allows you to drill down to the detail part. The Header and the Detail sections have their own Action Panel. To access the actions for the Detail section, select the checkbox in front of the expanded detail line.

The steps below take you through the Customer Records screen, but you can follow the steps below for other Next Generation screens in Financials.

Add or remove fields from the Advanced Filter panel

Click Debtors then click Customers.
- Note: All customers are displayed.
Click on the Funnel icon at the top right-hand side of the Customer Records screen.
- Note: The orange number indicator indicates how many filters are already applied to the displayed list. There might already be a number as there could be default filters already applied. Just scroll down to see which default field has a value in it and remove it if necessary.
On the Advanced Filter panel, you can see displayed default fields already.
If you want to add or remove fields from the panel click the Configure Fields hyperlink at the top of the Advanced Filters panel.
On Configure Fields, select the checkboxes on any fields that you want to add or remove the tick for fields you don't need on the screen.
Click Update at the bottom of the screen panel to save your changes and refresh the Advanced Filters panel.

The removed fields or columns will not longer be displayed, and instead the screen will be updated with your selected fields or columns.

Note: You can reset the settings to default, to do this click Configure Fields and then click Reset at the bottom. For more information on how to use the Configure Fields and Columns, please refer to our configure columns article.

Advanced Filter sections are as follows:

Section	Description
Pin or unpin icon	Keeps the Advanced Filter panel open without closing after clicking on the Apply button. If you don't wish for the filter panel to be kept open, just click on the pin again.
Configure Fields	Removes and adds in fields to display on the panel. For more information on how to use the configure fields please refer to our configure columns article.
Default Fields	The most frequently used fields have been added to the panel as default. As an example, these fields can be: Account Code - List of various filter options to choose from. Type - Multiple select list. Year and Period From and To - List of available years and periods. Order No. - Several options with free text entry. Currency Symbol - Multiple select list. Date - You can enter a date manually or use the Date Picker. Batched - List of available options. On Dispute - List of available options.
Apply Filter to Detail Lines	When you select this option, the filter is applied to the detail lines of the transactions.
Clear All	Only visible when you apply a filter to the panel. Select this to clear all the filters you've applied.
Delete Saved Search	Only visible when a saved filter is applied to the panel. Select this to delete your selected saved filter.
Save and Apply	You can save a filter that you have created so you can re-use at a later time. The name of the filter is compulsory, and the description is optional. The name of the saved filter is displayed in the Saved Filters list which can be access from the Saved Filters at the top of the enquiry screen. If you wish to create a private filter that only you can see, leave the Private to me checkbox ticked, otherwise untick the checkbox to make the saved filter visible to everyone. For more information, please refer to our Save your searches or filters article
Apply	You can apply the filters you have added to the Advanced Filter panel without saving it.

Next Generation - The Convert Requests screen

Next Generation - The Email Processing screen

Next Generation - The Sales Estimates screen

Next Generation - Use the Advanced Filter panel on the Nominal Summaries enquiries

Next Generation - Utilise the Nominal Enquiry to its best