Filter

 

Usage: Use to restrict import based on certain criteria (example: import data into different accounts based on a certain field).

Required: No

Restrictions: Not necessary to map if only one account is present in data file.

 

Filter is used mainly with Bank data in situations where transaction records for multiple accounts is recorded in one file.  By using Filter, it is possible to import the data into the proper Bank Reconciliation account based on a filter on one field in the file.

 

For example, if a checking account ends 123 and savings account 456, can set the Filter text to be 123.  On the import, Bank Reconciliation will separate the data into the proper Bank Reconciliation account.

 

 

See Setting bank account number for more information.