Active/Inactive Record Criteria

Where applicable, Data-Basics' record viewers and journals are automatically filtered so that they open displaying only 'active' records or journal entries. This feature applies to both Simplified Take-Back viewers (left double-click) and Standard (right-click) viewers.

image\SKIN1_FilterClear.gif image\SKIN1_FilterActive.gif image\SKIN1_FilterInactive.gif

The side button bar filter buttons may be used to list all records, only active records, or only inactive records in the Standard view.

Active Records will typically have a status of Active and the date field that indicates when this record was closed (employee terminated, etc.) will not be filled in. Other records are defined as active or inactive on the basis of their Obsolete field: if the Obsolete box is checked, the record is considered inactive.

See List Pane Filtering to learn how to apply filtering directly to a list by right-clicking the column title.

Active Journal Entries are defined as those having a currently active accounting period or payroll period. Only the most recent revision to a journal entry will be displayed under the Active option (for example, if journal entry 100067 had two revisions (100067-01 and 100067-02), only 100067-02 would appear when the active filter was selected.

Closed Filter for Journal viewers

When you select the Closed filter on a Journal listing, the Next Id range is now automatically set to = (meaning that the next id is blank) so that only the final JE appears for Closed entries. Typically, the accounting or payroll status range of a Closed journal listing will be set to inactive.

Deleted Journal Entries

Note that Deleted entries will not appear either the Closed or Active journal listing because their Next Id is set to ‘Deleted’. To view only Deleted entries, enter Deleted in the Next Id range, clear the other ranges, and click the Filter Records button to display the list.