Use the Filter option in most modules to locate specific records or hide unused ones. For example, filter customers to show only those with a balance

Available in all modules except Transactions, filtered results apply to reports you run.

TIP: Use quick search to locate records or in the Transactions module use the Find to locate a specific transaction.

Create a filter

1. Open the required module, for example, Customers, then click Filter. 
2. If required, to clear a previously created filter, click Discard.
3. Complete the Filter window as follows:
   TIP: For further help with creating your filter, use the Wizard option.

   Join	Click Where.
   Field	Click the field you want to filter on, for example, Balance.
   Condition	Click the required condition, for example, Is Equal to.
   Value	Enter the value to apply to the condition.

4. To apply the filter without adding a further line, click Apply.
5. To add another line to the filter, click the space below then select And or Or as required.
6. Complete the Field, Condition and Value fields.
7. To save the filter for later use, click Save As, enter a file name, then click Save.
8. To apply the filter, click Apply then click Close.

Your filter applies and the software shows how many records match the filter criteria. To reverse the display, click the filter icon or spy glass on the module banner.

Video example of how to filter your invoices to show just those for one customer:

Wildcard options

• How to apply a saved filter
• How to delete a saved filter