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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

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1. From the Utilities menu select 'Account filters'
2. Click on
3. Enter in the required information:

   1. Filter Name: Enter the name for the filter (this is a required field).

   2. 
      

      Active box will be checked by default.

      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.

      
      

   3. 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.
   4. 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.
      1. C = Create which allows the user to create accounts for that filter
      2. R = Read which allows the user to view the accounts for that filter
      3. U = Update which allows the user to modify accounts for that filter
      4. D = Delete which allows the user to delete accounts for that filter
      5. P = Preencumbrance which allows the user to post requisitions against that filter
      6. E = Encumbrance which allows the user to post purchase orders against that filter.
   5. 'Wildcards' (% symbol) can be used in the account dimensions when giving access to more than one account.  For example, :Image AddedImage Removed

   6. Ranges (value1..value2) can be used in the account dimensions when giving access to ranges of accounts. For example, 
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      Note
      title Range
      The start and end values in a range must be a specific value. Wildcards cannot be used in combination with a range. For example, 400..999 will include accounts with 400, 500, 600, 700, 800, and 900 object codes.

      
      

   7. To exclude accounts from user, create a row with the account dimensions and leave the Access check boxes blank.

       

      Note
      title Exclude Accounts
      When excluding accounts, these rows generally need to be at the top of the Account Filter Grid. If there are any rows prior to the row to exclude that give access to the account, it will not be excluded. Moving the exclude rows to the top will ensure those are recognized first.

      
      

   8. To Insert an Item line, Click Plus sign:   Image Added
   9. ToImage Added to multiple filter lines, Image Added click on Select All to choose all filter lines or select the lines to apply access.  A Pop Up will allow user to select access for selected account filter lines.  Image Added
4. 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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