Filtering Credit Balance

This article will guide you on organizing credit amounts based on certain conditions or requirements.

The credit balance can be filtered on the basis of the columns that are available in the credit balance tab. For this:


Step 1: Select “Add New Filter” and select the required filter from the dropdown.

Step 2: Select Apply filter once you select the required filter.

Step 3: You can also save the most used filer as well. For this please select the select Save filter.

Step 4: Select the saved filter tab to use the filter that you have saved.

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