Sage 50 Accounts
How to filter lists
Using the Filter options in Sage 50 Accounts can help to locate records quickly and easily or hide unused ones. For example, filter customers to only show those with a balance. This is available in all modules except Transactions, filtered results apply to reports you run.
Create a Filter
- Open the required module, for example, Customers, then click Filter.
- If required, to clear a previously created filter, click Discard.
- 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 Not Equal To.
Value Enter the value to apply to the condition. 0.00
- To apply the filter without adding a further line, Click Apply.
- To add another line to the filter, click the space below then select And or Or as required.
- Complete the Field, Condition and Value
- To save the filter for later use, click Save As, enter a file name, then click Save.
- 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.
You can also use filter options to restrict the records that appear and help with reporting. If you would like help with filters etc, or if you need any other help with your Sage 50 Accounts, please contact us
