Overview
All tabs under the Accounting menu include an advanced search option for more precise filtering. Each tab has its own set of relevant search fields.
Summary Tab
| Filter | Description |
|---|---|
| Open Receivable Amount | Dollar range (From/To). |
| Expenses Paid | Dollar range (From/To). |
| Open Expenses | Dollar range (From/To). |
| Company Name | Searches the company name in the Client column. |
| Rep Type | Multi-select: Buyer Rep, Seller Rep, Tenant Rep, Landlord Rep, Other Rep, Sale Dual Rep, Lease Dual Rep. |
Receivables Tab
| Filter | Description |
|---|---|
| Receivable Amount Due | Dollar range (From/To). |
| Amount Received | Dollar range (From/To). |
| Open Balance | Dollar range (From/To). |
| Company Name | Searches the company name in the Client column. |
| Rep Type | Multi-select: Buyer Rep, Seller Rep, Tenant Rep, Landlord Rep, Other Rep, Sale Dual Rep, Lease Dual Rep. |
| Close Date | Date range (From/To). |
Payables Tab
| Filter | Description |
|---|---|
| Payable Amount Due | Dollar range (From/To). |
| Amount Paid | Dollar range (From/To). |
| Open Expenses | Dollar range (From/To). |
| Company Name | Searches the company name in the Client column. |
| Payee Name | Searches the payee name in the Payee column. |
| Rep Type | Multi-select: Buyer Rep, Seller Rep, Tenant Rep, Landlord Rep, Other Rep, Sale Dual Rep, Lease Dual Rep. |
| Close Date | Date range (From/To). |
Invoices Tab
| Filter | Description |
|---|---|
| Invoice Amount Due | Dollar range (From/To). |
| Total Amount Due | Dollar range (From/To). Pulls from the Total Amount Due column. |
| Company Name | Searches the company name in the Client column. |
| Rep Type | Multi-select: Buyer Rep, Seller Rep, Tenant Rep, Landlord Rep, Other Rep, Sale Dual Rep, Lease Dual Rep. |
| Close Date | Date range (From/To). |
| Email Date | Date range (From/To). |
Broker Ledger Tab
| Filter | Description |
|---|---|
| Payment Type | Multi-select dropdown. |
| Payment Name | Multi-select dropdown. |
| Unpaid Amount | Dollar range (From/To). |
| Paid Amount | Dollar range (From/To). |
