FAQ: How can I filter entries for a certain account detail (i.e. COGS, write offs, bonus expenses, legal expenses)?

Summary

Learn how to leverage filters to find specific information in the Data table.

Solution

First make sure that the Data table is in the ‘Entries’ view. You can then input your condition as 'Account IS' and select a Level 3, 4, or 5 account, for example 'Legal Expenses'. You can also use an ‘OR’ clause as needed to search for multiple accounts at once.

Note: The exact filter conditions and terms suggested above may not be identical in every dataset. Using any similar terms based on the dataset being used will present the desired outcome.

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