Filtering Accounts for Easy Navigation

For more precise viewing, you can filter accounts based on specific criteria. To do this, click the Filter button at the top right corner of the Chart of Accounts page. This will open filtering options where you can organize accounts by Account Name, Account Number, Account Type, or Balance. This feature allows you to quickly locate accounts that meet particular conditions, making it easier to navigate through a large list of accounts.

For more detailed instructions on using the Filter feature, check the How to Filter Across the Platform help file.