Customized Filters - FINA710

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• 01.OVERVIEW
• 02.CUSTOMIZED FILTER

01. OVERVIEW

The Customized Filter is used to create filters by fields, dates, and values, which are saved in the user's profile. When you log in again later, the filters you created will remain.

02. CUSTOMIZED FILTER

To add a new customized filter, use the following screens: Control Panel and Financial Transactions. Both have the Filters button:
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• Clicking on the Filters button will open the side menu, where you need to click on Manage Filters. ((Demonstration))
• You must select which tab you want to include the filter (Inflows, Outflows, Sales Orders, and Purchase Orders) and then click the Image Removed icon Image Added icon to add a new filter, as per the example.
• Afterwards Afterward, it is possible to delete or  or edit the filter created.