Use a GL Filter

Use a GL filter to narrow in on specific GL accounts by selecting as many additional requirements as necessary.

Use the drop down list in Status and select an Account Status

  • All Statuses
  • Active
  • Inactive
  • Delete

Select a Account Type

  • All Types
  • Credit
  • Debit

Focus on specific accounts by adding an Account Mask, a way to search for accounts by specifying part of the account number by replacing the question mark with that number.

Select the Budget checkbox to find only Budgeted accounts.

Use the Department Selection section to select

  • All Departments
  • One Department- select the search key to chose one Department

Choose a Sub-Account Selection

  • All Sub-Accounts
  • One Account- select the search key to choose one Sub-Account

Select any applicable Modules and then set a Requires option.

Access From   Requires
GL PR
  • All of the Modules
AP IN
  • Any of the Modules
AR PO
  • None of the Modules

In the Other Fields section, choose

Class

  • Ignore
  • Must Equal
  • Must Not Equal

Group

  • Ignore
  • Must Equal
  • Must Not Equal

SubGroup

  • Ignore
  • Must Equal
  • Must Not Equal

Custom- This is an advanced search function using Condition Builder and is available by clicking the toolbox icon. Select the field names to search, specify an operator or comparison, then a field or value and a second field or value if applicable. Select an option in the Combining with Existing Condition if applicable. When the search condition is built, select okay which enters the condition in the Custom search field. Select Okay to search all AP Vendors with this condition.

Select to apply the filter.