To enhance reporting functions, roomMaster provides a method for creating and naming a report filter or account groups. A report filter is a group of accounts that only appear for reporting. Only these accounts appear on the report as if they were the only accounts in the system.
From the reports menu, select Account Filters button to start an account filter. Enter the name of the group and a short description. An example would be "TAXES" as the group and "Tax Accounts for Tax Reporting" could be the description.
Next, select Alt-A to attach accounts to this group. A list of all valid accounts appears. Next, click on the accounts to add/remove and then select OK. In the above example, accounts 102, 103 and 104 would be selected.
When printing a report that has accounts, you can enter the name of a report filter. If you leave this field blank on the report selection parameters screen, all accounts will print otherwise accounts attached to that filter will only print.
Comments
0 comments
Article is closed for comments.