Use the Advanced Filter panel | Dimensions Help Centre

With the advanced filters, you can customise the fields that you'd like to be able to search on in any enquiry or record list.

The Advanced Filter panel allows for more powerful searches and less mouse clicks for you to perform to get the fields you wish to search on on your Advanced Filter panel.

The most frequently used fields are already in the panel, but you're able to change these to suit your needs the best.

Note: Some enquiries open with displaying the header part of a transaction and have an expand arrow > that allows you to drill down to the detail part.
The Header and the Detail sections have their own Action Panel. To access the actions for the Detail section, select the checkbox in front of the expanded detail line.

This examples takes you through accessing the Advanced Filter from the Debtors module and Sales Transactions option, but you can access the Advanced Filter the same way for other enquiries within Debtors or other modules.

Add or remove fields from the Advanced Filter panel

Click the Module then click on the Option of your choice from the left-hand side menu.
Note: All transactions or records are displayed, which you can filter following the steps below.
Click the funnel icon at the top of the screen.
Note: The orange number indicator indicates how many filters are applied to the displayed list. here might already be a number as there could be default filters already applied. Just scroll down to see which default field has a value in it and remove it if necessary.
On the Advanced Filter panel, click the Configure Fields hyperlink.
On Configure Fields, select the checkboxes on any fields or remove the tick for fields you don't need.
Click Update at the bottom of the screen panel to save your changes and refresh the Advanced Filters panel.

Example:

Click Debtors then click Sales Transactions.
Note: All transactions are displayed, which you can filter following the steps below.
Click the funnel icon at the top of the screen.
Note: The orange number indicator indicates how many filters are applied to the displayed list. here might already be a number as there could be default filters already applied. Just scroll down to see which default field has a value in it and remove it if necessary.
On the Advanced Filter panel, click the Configure Fields hyperlink.
On Configure Fields, select the checkboxes on any fields or remove the tick for fields you don't need.
Click Update at the bottom of the screen panel to save your changes and refresh the Advanced Filters panel.

Note: You can reset the settings to default, to do this click Configure Fields and then click Reset at the bottom. For more information on how to use the Configure Fields and Columns, please refer to configure columns article.

Advanced Filter sections are as follows:

Section	Description
Configure Fields	Removes and adds in fields to display on the panel. For more information on how to use the configure fields please refer to the configure columns article.
Default Fields	The most frequently used fields have been added to the panel as default. As an example, these fields can be: Account Code - List of various filter options to choose from. Type - Multiple select list. Year and Period From and To - List of available years and periods. Order No. - Several options with free text entry. Currency Symbol - Multiple select list. Date - You can enter a date manually or use the Date Picker. Batched - List of available options. On Dispute - List of available options.
Apply Filter to Detail Lines	When you select this option, the filter is applied to the detail lines of the transactions.
Clear All	Only visible when you apply a filter to the panel. Select this to clear all the filters you've applied.
Delete Saved Search	Only visible when a saved filter is applied to the panel. Select this to delete your selected saved filter.
Save and Apply	You can save a filter that you have created so you can re-use at a later time. The name of the filter is compulsory, and the description is optional. The name of the saved filter is displayed in the Saved Filters list which can be access from the Saved Filters at the top of the enquiry screen. For more information, please refer to our Save your searches or filters article.
Apply	You can apply the filters you have added to the Advanced Filter panel without saving it for future use.

Remove filters and default filters from the Advanced Filter panel

Search for a customer record

Search for a nominal account

Search for a supplier record

The Nominal Transactions Enquiry screen