Column Filters

Filters are based on the type of data present in that column.

Open Filter Panel. Hover over the column header and select the filter icon.

Filtered Columns. Columns have a light blue color and display the filter icon.

Exit Filter. Click outside the filter panel and it will close automatically.

Clear. Clears the filter from the column.

Close Filter Panel. Click outside the filter panel area.

Tips:

If a column is removed as a selected column, the filter is automatically removed.

Applied filters will persist in the current billing session and between billing sessions. For example, if you apply a filter to the office column and log out of CCH Axcess Practice, the filter will be applied to the data in the grid the next time you open Billing.

Filters Types

Text Filter - Checkbox. To use a checkbox filter, type in the name in the search box or deselect the Select All and select the checkbox for the desired selections. As you type or adjust the filter, both the available values for the filter and the data in the grid will be filtered.

Text Filter – Variable. Select your filter variable, input the search value and the grid will be automatically filtered. Variables include:

• Contains

• Not contain

• Starts with

• Ends with

• Equals

• Not equal

Date Filter. Select your filter variable and input the search criteria and the grid will be filtered. Each date filter variable can be used twice in the same column. After the you input the filter value for the first filter, you will be able to select to apply a second filter to the same column.

Select and for the second filter to apply in addition to the first filter. Select or for the second filter to apply as a alternative to the first filter.

Variables include:

• Equals

• Before date

• After date

• In range

Currency/Number Filter. Select your filter variable and input the search criteria and the grid will be filtered. Each column/number filter variable can be used twice in the same column. After the you input the filter value for the first filter, you will be able to select to apply a second filter to the same column.

Select and for the second filter to apply in addition to the first filter. Select or for the second filter to apply as a alternative to the first filter.

Variables include:

• Equals

• Not equal

• Greater than

• Greater than or equals

• Less than

• Less than or equals

• In range

Text Filters - Advanced. The advanced text filter offers multiple search parameters and the ability to select multiple values. For example, you could type in a search value such as "Mason" and then deselect "Mason, Bill" and "Mason, Murray" which will auto-filter the grid behind you to just "Mason, Christopher". This type of filter is only on the "Bill Manager" column on the Invoices tab.

Each column/number filter variable can be used twice in the same column. After the you input the filter value for the first filter, you will be able to select to apply a second filter to the same column.

Select and for the second filter to apply in addition to the first filter. Select or for the second filter to apply as a alternative to the first filter

Variables include:

• Contains

• Not contain

• Starts with

• Ends with

• Equals

• Not equal