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An 'account filter' controls what accounts a user can create, read, update, delete and process transactions against on the system. Each user may be assigned an account filter via the Utilities/Account Filters option.
Create Account filter
- From the Utilities menu select 'Account filters'
- Click on
- Enter in the required information:
Filter Name: Enter the name for the filter (this is a required field).
Note title Case Sensitive Please make note that Filter Names are case sensitive. For example, if you create a Filter Name called "ATHLETICS", when generating reports and entering a filter name parameter, the case must match.
- Enter the Order number in which the information should be entered and processed. When assigning order numbers, it is important to assign the more detailed accounts with lower order numbers (e.g. 1, 2, 3 ...) and the less detailed accounts a higher order number.
- Click on
to add accounts and check all boxes that apply (hover over the letter C, R, U etc and it will display a tool tip of what each letter means.) Leaving a checkbox blank indicates that access will not be granted.- C = Create which allows the user to create accounts for that filter
- R = Read which allows the user to view the accounts for that filter
- U = Update which allows the user to modify accounts for that filter
- D = Delete which allows the user to delete accounts for that filter
- P = Preencumbrance which allows the user to post requisitions against that filter
- E = Encumbrance which allows the user to post purchase orders against that filter.
- 'Wildcards' (% symbol) are recommended to can be used in the account dimensions when giving access to more than one account. For example,
- Ranges (value1..value2) can be used in the account dimensions when giving access to ranges of accounts. For example,
- Click on
to create the account filter, click on 
to not create the account filter and return to the Account filter gird.
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