Filter Codes

Use Filter Codes to segregate accounts when running reports. Some stores, for example, use the Filter Code to distinguish their better clients as VIP accounts. Filter Codes are assigned to accounts using the Filter Code field, which is located on the Additional Info tab of the Account Detail window.

Filter Codes must be added from the Filter Code Maintenance window before they can be used in an account.

1. In the Liberty Inventory Module click the Setup > Maintain > Filter Codes.
   
   The Maintain Filter Codes dialogue box will open.
   
2. Select the Add button
   
   The details of the Filter Code will open.
   
3. Enter the name of the Filter Code in the Filter Code field
   
4. Click the OK button, on the Maintain Filter Code window
   
   You should see your new Filter Code in the list
   
5. Click the OK button to exit the Maintain Filter Codes dialogue box.
   

Click the following link to move to the next article in this section:
Group Deductions

Filter Codes Charities / Charity Accounts Client User Fields Fee Frequencies Group Deductions Item Dispositions Item User Fields Locations Payment Accounts Recurring Fee Types Reminder Types