How to use a MoneyWorks filter?
MoneyWorks | Desktop (Mac & Windows) and Cloud-based accounting systems for small businesses
The transactions which you have recorded goes to the respective list. For example, when you record a Sales Invoice, it goes to the Sales invoice list; and a Purchase Invoice goes to the Purchase Invoice list, etc.
The list contains years of data which you have recorded. Use the Search function in MoneyWorks to quickly find the transaction(s) instead of scrolling up and down on the list. For example, you may enter 'Bronze Widget' in the Search bar to find any sales invoice which contains the product 'Bronze Widget'. Search is a great function which allows you to find transaction(s), name or item easily. However, if you need to use the search criteria frequently, then you may consider creating a filter.
A Filter is like a 'template' with the search criteria set, activate the filter each time you need to use it instead of re-entering the search condition again. For example, you can use a filter to prepare a transaction list showing the Purchase Invoices from the creditors and Payment for the invoices within a date range.
To create a filter, select Edit Filter from the drop-down list beside the search bar. Then, click the New button at the Filter Function to create a filter.
The Purchase Invoice and Payment are in a different list view, create the filter in the 'All' list view to pull the transactions together.
Enter the Search Expression (Search Expr) as: (Type = "CI@" or Type = "CPC") and TransDate >= "1/4/2015" and TransDate <= "31/3/2016"
Note: 'CI' is a transaction type code of Purchase Invoice and 'CPC' is the transaction type code of the cash payment for a creditor invoice. Refer to the MoneyWorks User Guide for more information on Transaction Type Code.
This filter will search for Purchase Invoices and Payment for the invoices from 1 April 2015 to 31 March 2016.
Enter a name for your filter and set the filter for 'Current view only' before you saved the filter.
Use the newly created filter from the 'All' list each time you need to search for the Purchase Invoice and Payment of the invoices within the date range set in the filter. Amend the filter if your search condition has changed.
After the list found, click the NameCode column heading to sort the list by the creditor and print the list with subtotal by the NameCode.
Tips: You can sort two columns by first clicking the column heading of the minor column (first sort), then hold down the Option key (Mac) or the Shift key (Windows) and click the column heading of the major column.
For example, you want to sort the list by the supplier and follow by the transaction date; then, the Transaction Date column is the minor and the NameCode is the major.
Alternatively, you can use the Related function to search for the Purchase Invoices and Payments of the creditor(s).