Overview
Quickly locate specific accounts using search and filter tools.
Steps
Go to Finance → Bank Account.
Use the Type dropdown or Search box.
Enter part of the account name or holder’s name.
Press Enter to filter the list.
Tips
Combine filters (e.g. Type=Cash + Status=Active) for precision.
Clear filters by clicking the × next to each filter pill.
Troubleshooting / FAQs
Q: I see “No entries available.”
A: Widen your filter criteria or remove filters entirely.