Filter to exclude certain items

PeterW
PeterW Member Posts: 5 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
Hi there,

Using Reckon Accounts Premier Edition 2015.

I have created a report listing general journals but I want to filter out (i.e. exclude) certain transactions by the field 'number'. These journals are imported and all start with "SP" (e.g. SP1087).

Is there an 'exclude' operator I can use?

I tried using a range in the number field (e.g. 1 - SOZZZZ) but for some reason when I save the modification to the report, Reckon reverses my entry to SOZZZ - 1 and the report returns no records.

Peter

Comments

  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 393 Accredited Partner Accredited Partner
    edited February 2017
    Hi Peter,
    Unfortunately there is no exclude.
    You can modify the report to show numbers between say SP1087 and SP1090.
    But otherwise I would normally export to excel and use your filters in there.
    Kind regards,
    Sally McIntosh (sally@samsolutions.com.au)
  • PeterW
    PeterW Member Posts: 5 Novice Member Novice Member
    edited October 2015
    Thanks Sally. I did eventually find the way to sort the report so that these records are segregated, which will do for now.

    An 'exclude' filter would be nice in Reckon. I was using Microsoft Dynamics AX in my last role and it had this capability so I got quite used to it!

    Regards,
    Peter.

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