In order to filter and sort Cashbook and Bank Transaction records, a standard filter option is provided. This is used to filter the information displayed by the page. This filter is used in the Cashbook Transactions View and Bank Transactions View
The filter can also be used when using the Manual Reconciliations screen by selecting the Cashbook View or Bank View buttons.
Choose which columns should be displayed when viewing bank or cashbook transactions by selecting the checkbox next to the column. Once the display columns are selected, conditions and criteria can be applied to these columns in order to filter the data. Conditions such as =, <, <=, >, >=, ‘between’ and ‘like’ can be applied based of the type of column.
Selecting Apply will apply the filter to the transactions, but still show the filter. Selecting apply and hide will furthermore hide the filter.