Filtering on accountant codes

The accountant code is the four-character entry made in the keyword Accountant. Filtering on any given accountant code will produce a list of all the clients matching this code and for whom this staff member is responsible.

If you enter a wildcard (*) as a setting for that type of filter, clients with any accountant code whatsoever will pass through the filter.

If you leave this setting blank, only the clients to whom no accountant code has been assigned yet will pass through.

If your access level in the security system only allows you to work on the files of your own clients, you will not be able to change the setting for the accountant code filter.