Use Filters In Creditor Control

The filter function enables you to show only the entries on the Full or Part Payment selection screen that meet certain criteria, allowing you to ignore the other entries while you process the ones you need to deal with at the current time. 

Once you have entered transactions into Cheques EFT accounts, you may have several entries on the Full or Part Payment Selection screen. For example, you may have entered all the invoices due for a 3-month period. By using the filters you could just see all the ones for a specific month or you could see all the invoices due to a particular business.

Using The Filter Function

  1. At the Home Page, click Cashbook.
  2. Click EFT Acc/Pay Cheques.
  3. Click Print or Pay Cheque.
  4. At the Full or Part Payment Selection window, select one of these options:
    • Filter by a Date: Select from Overdue, On, On or After, On or Before or Between. Enter the required date(s). 

    • Filter by a Name: Select a name from the drop-down list.
  5. Click the Filter button. The results of the selected filter will now show.
    • If you would like to get all your creditors back in the list, click Show All.

Related Articles

Creditor Payment Settings

Advanced Creditor Totals

Accounts Payables in Agrimaster

Pay Creditors with EFT

Pay Creditors with Cheques

Undo EFT or Cheque Transaction

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