Page Comparison - Filtering the Chart of Accounts (v.1 vs v.2) - PS Help: Client Accounting Help

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Filtering the Chart of Accounts

A filter can be used to display certain accounts in the Chart of Accounts table. The filtering menu is located at the bottom of the Chart of Accounts table.

The available filter options are:

Display all accounts — show all accounts regardless of whether they have been allocated.
Display unallocated accounts only — show only those accounts which have not been allocated to an account group.
Display duplicated accounts only — show only those accounts which have mistakenly been allocated to more than one account group. This filter is used to correct the allocation.

Click the Include zero balances checkbox to include those accounts with zero balances.

Related topics

Account Group Details

Configuring account groups

Accessing account groups

Searching the Chart of Accounts

Hiding or showing the Chart of Accounts

Allocating individual accounts

Listing account allocations

Account Group Details tree right-click menu

Finding account groups in the Chart of Accounts

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Account Group Details

Configuring account groups

Accessing account groups

Searching the Chart of Accounts

Hiding or showing the Chart of Accounts

Allocating individual accounts

Listing account allocations

Account Group Details tree right-click menu

Finding account groups in the Chart of Accounts

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Versions Compared

Old Version 1

New Version Current

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