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Performing an Account Analysis by Amount or Date
Procedures
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Right-click on the applicable account analysis document and select Properties.
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In From Amount, enter a minimum amount for account analysis. For example, to view all transactions greater or equal to 1000.00, enter this amount in From Amount.
In From Date , enter a beginning date for account analysis. For example, to view all activity from July 1st onwards, enter this date in From Date.
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If applicable, enter a maximum amount in To Amount. For example, to view all transactions less than or equal to 5000.00, enter this amount in To Amount .
If applicable, enter an ending date in To Date. For example, to view all activity up to August 31 enter this date in To Date.
Note: To filter on a single amount, enter the amount in both the To and From boxes.
Results
Account analysis document will only display the amounts specified in the From Amount/ To Amount fields or display all activity up to what is specified in the From Date/To Date fields.