Accounts Filter

YouTube: How To Filter Accounts by Account Type in Sale Bill?

How To Filter Accounts by Account Type in Sale Bill?

In this tutorial, we’ll explore the Account Filter feature in Logic ERP, which helps streamline the billing process by filtering account types based on specific criteria. This ensures that only the relevant accounts appear during voucher entry.

Access to the Sale Voucher Configuration:

• Open the Sale Voucher Configuration.

• Select the relevant Billing Series.

• Locate the option labeled "Accounts Filter".

This setting provides multiple parameters to control which accounts are visible during billing. In this tutorial, we’ll cover the first three filter types.

• Customer + Supplier

• Customer Only

• Supplier Only

Customer + Supplier

• Set the Account Filter as:

  Customer + Supplier

• Proceed to create a sale voucher.

Observation: During the billing process, the account search list displays both customers and suppliers, allowing selection from either category.

Customers Only

• Set the Account Filter as:

  Customers Only

• Begin a new sale voucher entry.

Observation: The account search list is restricted to customers only, ensuring that only valid customer accounts are selectable during billing.

Suppliers Only

• Set the Account Filter as:

  Suppliers Only

• Initiate a sale voucher.

Observation: Only supplier accounts are visible in the search list, making this configuration ideal for supplier-based transactions or returns.

Conclusion

The Account Filter feature in Logic ERP is a simple yet powerful tool that allows you to control account visibility based on transaction type. By configuring the filter properly, you can ensure accurate and efficient account selection, reduce errors, and enhance the user experience during billing.