Advanced Filter - Company

The Advanced Filter, located on specific views, allows users to narrow the content of the information displayed on a given screen. The filters are context sensitive based on where the user initiated the filter.

• Advanced Filters are in Company, People and Payroll.

• In People and Payroll you have many options to select from to filter your results.
  
  Example: Employee Type, Employee Status, Organization

• In the Positions, Locations,Organizations, Job Costing, Labor Distribution and Bank Accounts views, the Advanced Filter shows past, current and future items. By default, current and future are selected.

1. Click the Advanced Filter drop-down menu.

2. Select the checkboxes for the items you want to show.

   • In the Positions, Locations, Organizations, Job Costing, Labor Distribution, and Bank Account views:

   • • Select the checkboxes that apply (View Past Items, View Current Items, and/or View Future Items).

3. Complete one of the following:

   • Click Save to save your filter selection as the default filter for this view.

   • Click Apply for a point in time filter. After the user navigates away from the application, the filter reverts to the saved filter selection.

     When Apply is selected, the Advanced drop-down menu displays red to indicate a temporary filter selection. As long as the user remains logged in to an application, the filter remains. However, once the user navigates to a different icon (for example: from Company to People), the applied filter is no longer saved.

   • Click Cancel to discard the changes and close the Advanced Filter drop-down menu.