Table of Contents
Filter accounts balances
An administrative report used to sort accounts and make comparisons. After selecting the filter for the report, click on Apply to give the options for sorting according to the sorting method chosen from the report request screen. For example, if the documents were selected, the documents you used to choose from will appear on the next screen, but if you choose to sort the dealer, for example, the names of the dealer will appear instead of documents.
The Filter accounts balances report is accessed from the “Accounting – Reports – Total – Filter accounts balances” menu.
Includes report request window
Account: The name of the account requested in the report
Region : Filter by region
Account Group: Request a report for a group of accounts (the group can be created from the account groups card)
Account Dealer: To request a report linked to the dealer
Account Level: Relates to users' permissions
Sort: by Dealer - Branches - Currencies - Muniments - Sub Accounts
