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FAQ: How can I filter bonus payment transactions?

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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 ‘Transactions’ view. You can then input one condition as ‘Control Point IS Cash Expenditure’ with an 'AND' clause, and another condition as ‘Account IS Level 3, 4, or 5 Bonus Accruals’ 'OR' ‘Account IS Level 3, 4, or 5 Bonus Expenses’.

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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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