Debtors / Creditors Sort / Filter Options.
Debtors / Creditors Sort / Filter Options
Filtering for a specific customer and supplier information
There is a number of ways you can search for a customer or supplier information
-
Click on either the Debtors (for Customers list) or Creditors (for Suppliers list) toolbar icon
-
Click on the Customers or Suppliers tab. (Sort/Filter features work the same in the Invoices, Receipts and Purchase Orders tabs.)
The Sort/Filter option provides several choices:
Step 1.
You can
Sort by
Name, Location, Classification, Telephone, Balance
This will list your sort choice either in alphabetical (A to Z) or numerical (lowest to highest) order
Step 2. Filter by dropdown list
Depending on the
Sort by
choice you made above, you can click on the
Filter by
dropdown list and select an option from the list. Then click on
Close List
.
For Example:
Step 3.
Depending on the
Sort by
choice, type in the first letter/s or numbers to quickly locate your option
For Example:
Step 4.
Expand your search by ticking the
Include inactive
(Customers or Suppliers) check box
Step 5.
Narrow your search by ticking the
Exclude
(Customers or Suppliers with)
$0 balances
check box. (This will remove all Customers or Suppliers who have a $0 balance.)
Step 6.
Narrow your search using the
Display Balances
option
Step 7.
Narrow your search using the
As at
a certain date option
Step 8.
In
Invoices
tab, you can select
Transaction Type
(i.e. Invoices or Credit Notes) and
Transaction Status
(i.e. <All> , Unpaid Invoices or Paid Invoices)
Article ID 1470