Customer Statements - Filter Tab
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Access this tab using Activities>Accounts Receivable>Customer Statements. |
Use this tab to narrow down and more explicitly specify the data to include in the statement. The statement will be limited to the data that falls within the filter criteria that is designated.
Available Filter, Selected Filter: To filter data for this statement, select an item in the Available Filter column, and then click the Mover ( > ) to move it to the Selected Filter column. Filter this statement's data in the following ways:
- Billing Group
- Customer ID
- Class
- Type
- Fund
- GL (These are all A/R type accounts.)
Compares To: Select an operator from the drop-down list, or accept the default operator. The operator compares the value in the Selected Filter column with the values in Criteria 1 (and Criteria 2, if applicable) to determine which records will be included on the statement.
Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
Criteria 2: Enter a value for the end of a range if the Compares To contains the Between or Not Between operators.
- When a statement is printed, items are filtered in numeric/alphabetic order. Therefore, when selecting an item from the Criteria 1 or Criteria 2 drop-down lists, you might want to double-click the first heading, which has the
symbol next to it. This places the items in numeric/alphabetic order. - When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.
- When copying multiple items, hold the Left Mouse button down while dragging the mouse pointer over the desired items. Alternatively, double click each desired item to move it to the Selected Filter column.