The steps to create a filter for a specific BSB number and Account number, and to generate a report for clients with the BSB & Account number follow.
Note: In the example, the BSB will be 123456 and Account number 12345678. When creating the filter, replace the xxxxxx's with the actual BSB & Account detail required.
To create the filter and generate the report, follow the below steps:
Log in to HandiTax.
Click on Reports, Clients, Clients List Abbreviated.
Highlight the first filter with a Y in the HandiSoft column, which is the first column, and click Copy.
Allocate a required name to the report and click OK. The newly named report is highlighted.
Click on Edit and replace the existing filter with the filter:
(GetMoney("ABV") = “123456") And (GetMoney("BFE") = "12345678")
Click Save and then click Select.
Click OK to generate the report.
Note: Review the report to ensure the information agrees with your client database.