Use the text fields and drop-down menus near the top of each column.  Text fields are not case sensitive:

  • Year:  To filter by year, select a year from the drop-down menu. The year filter drop-down displays the most recent two fiscal years.
  • Category:  To filter by account category, select a category from the drop-down menu.
  • Account Designation:  To filter by account designation, select an account designation from the drop-down menu.
  • Account Status:  To filter by account status, select a status from the drop-down menu.
  • Account Code:  To filter by account code, type in the account code number and press the enter key.
  • Account Type:  To filter by account type, select an account type from the drop-down menu.
  • Title:  To filter by account title, type in an account title and press the enter key.
  • Definition:  To filter by account definition, type in a key word and press the enter key.

To sort results alphabetically or numerically, click on the heading of any column; click again to reverse the order.  To change the order in which columns are displayed, click and drag a column header to the left or right.