Accounts

The Accounts section is where you can view and manage the information of the various accounts associated with your services.

To open then Accounts section, click Configuration > Administration > Accounts.

You can:

• Filter and search.
• Add or edit accounts.
• View the costs associated with accounts.
• View, modify or remove services associated with accounts.
• Generate an Accounts Payable file.

Filter and search

Like other grids in Cimpl, the Accounts grid supports an advanced search and filter. Every default property and additional attribute can be used a filter.

You can also click a card at the top of the grid to apply an automatic filter for any Accounts that were Opened or Closed in the last three months.

1. Expand the Filters section.

   

2. Select a filter. The filter appears under Selected Filters.

   

3. Select the filter operator.

   

4. Enter filter values.

5. Repeat steps 2-4 for all selected filters.

   

6. Click Apply Filter. The Filter icon appears blue once the filters are applied.

   

Deselect any filters:

• Click the X to the right of the filter and then click Apply Filter.

Remove all filters:

• Click Clear All and then Apply Filter.

Note: The filters that you've selected will remain applied, even if you log out of Cimpl. The filters are bookmarked and will only change if you click Clear All or after you set new filters and click Apply Filter.