Filtering trial balance information

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You can refine the current view in the Trial Balance tab by adding filters. To add a filter, follow these steps.

  1. In the Trial Balance tab, click the heading for the column by which you want to filter the Trial Balance tab and choose Filter <Column Name> from the drop-down list.
  2. In the Filter dialog, choose from the available options.

    Note: Filter options vary depending on the values (numeric, text, and so on) in the selected column.

  3. Click OK.

Notes

  • AdvanceFlow indicates active filters in the Trial balance tab with a filter Column filter icon icon in the column heading.
  • To clear a filter, click a column and choose Clear Filter from the drop-down list.
  • You can add multiple filters to the Trial Balance tab.

Related topic: Managing trial balance data

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