Filter The Chart of Accounts

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The Chart of Accounts can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of accounts, based on your selected criteria.

As an example, if you wanted to know how many accounts are open, you could select “Open” from the Account Status drop-down list. Click the “Filter List” button. You will see the total records label above the list gives you a count of all accounts classified as open. The list has also changed, and displays only open accounts.

To get started, select General Financials > Chart of Accounts - from the main menu on the left hand side.

 

This will open your Chart of Accounts list. To filter the list, click the “Filter List” button.

 

The Filter Panel will open...

 
 
 

Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. The Chart of Accounts can be filtered by:

  • Account Status
  • Account Type
  • Account Detail Type

After selecting the desired criteria, click the “Filter Accounts” button and the list will display only the accounts that meet the selected criteria.