Filtering the account list in a standard form

Filtering the list of accounts in a standard form helps you find a particular account more quickly. You can filter by accounts that have optional or mandatory comments and by account type.

About this task

This task applies for standard forms only.

Procedure

  1. Open a form and click the filter icon filter icon next to the search bar.
  2. Select one check box.
    Tip: The first two check boxes applies to comment. The last four check boxes are related to the accounts.
    For example, if you select the Investment Account check box, then only investment accounts are displayed.