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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 AdminSystem/User option.   

Create Account filter

1. From the Admin Utilities menu select 'Account filters'
2. Click on
3. Enter in the required information:
   1. 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.
   2. Click on  to add accounts and check all boxes that apply (hover over the letter C, R, U etc and it will display what it stands for i.e. - P = Preencumbrance).  Leaving a checkbox blank indicates that access will not be granted.
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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Add Account filter to User

1. From the Admin menu System menu select 'User'
2. Search for the desired username
3. Click on in the row beside the desired username
   
4. Select the desired account filter from the 'Filters' drop down
5. Click on  to update the username, click on  to not update the username and return to the User.

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