Tip: Memorized Filters Save Time

Tip: Memorized Filters Save Time

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Creating and saving filters will save you time if you frequently work with the same groups of records. Once you have created and saved a custom filter, it can be selected from the drop-down filter View list at the top of the list.

If using to modify a report, memorizing the report includes the filter settings.

Example uses for memorized filters:

- To display only the items from a particular vendor when making purchase orders

- To display items with an old "Last Received Date" when marking down prices

- To display only those items within a department when taking a Physical Inventory

- To display and print a list of customers from which you do not want to accept personal checks

- To display only receipts made with a specified tax location

- To create and memorize reports filtered by any of these criteria and many more

- and for almost any other need you have to display only certain of your records in a list!