Filter Cash Book transactions by Account Type Group

When you want to search your Cash Book transactions, you can select and filter transactions by an Account Type Group.

Introduction

Filter by Account Type Group

Introduction

When you want to check your Cash book transactions, you can select an Account Type Group to filter by. If you've assigned your Payables and Receivables to separate Account Type Groups, then this allows you to view all Receivable transactions and then all Payable transactions separately, without them being interspersed together.

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Filter by Account Type Group

• Go to Cash book > Search ALL Account Transactions.
• Advanced search.
• Account type group: Select the Account Type Group that you want from the dropdown list.
• Click Search.

Transactions for the selected Account Type Group will be displayed.

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