Management Accounts

Find, filter and review register records

Use column filters, amount conditions and transaction details to review records without changing their saved values.

WiseWage SupportUpdated September 20263 min readCompany Owner, Company Admin, Super AdminEnterprise, Management Accounts-enabled workspaces

Filter a text column

1
Operational and inventory register tables have filter icons beside non-amount data headers.
2
Click an icon to search available values and select or deselect checkboxes.
3
Select Apply filter to show only checked values matching the search.
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Checkbox changes remain a draft until applied; closing the dropdown discards them.
5
Select all and Select none affect the matching options.
6
Clear filter resets that column.
7
Multiple column filters apply together.

1
For text-column filters, search and check the desired values, then select Apply filter.
2
Only checked matching values are applied to the table; closing the menu without applying leaves the table unchanged.
3
Customers, Suppliers, Chart of Accounts, and Cost Centers also have column separators and searchable header filters.
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Search, check matching values, and select Apply filter; Clear filters restores all records.
5
Chart of Accounts Select all affects only visible rows.
6
These filters change the screen view; master workbook exports still include the complete register.

1
Amount columns offer Highest to lowest, Lowest to highest, and Default order inside their header filter menu.
2
Use the amount header filter icon to select Equals, Greater than, Less than, or Between (inclusive), enter amounts, and select Apply filter.
3
Commas and negative values are accepted; blank amounts do not match.
4
Multiple amount and other column filters work together.
5
Clear filter removes one condition; Clear filters restores all rows while retaining sorting.
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Filtering does not save, approve, or post records.
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Sorting uses numeric values, keeps blanks last, and works with column filters.
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It changes only the view, not saved records.
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Within grouped inventory tables, sorting applies within each group.

1
The transaction-details header shows the source register name beside the status badges.
2
The Entered by timestamp in register details uses your browser or device timezone and displays its timezone label.
3
Amount fields across operational and inventory register manual forms, tables and detail panels show thousands separators as you type.
4
Calculated amounts use the same formatting; separators do not change saved amounts.
5
Register tables fit the available width with wrapped headers and compact spacing and text.
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When columns cannot fit legibly, records stack into labelled fields; header filters remain available above them.
7
Open Details to read or edit long values in full.

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Export current view follows the displayed row order.
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Clear filters restores all rows.
3
Filtering changes the table view without changing saved records.
4
Export current view includes only matching saved current-period rows in table order; clear filters to export all eligible rows.
5
Download template remains separate.

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