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 follows below.
Note: in the example the BSB will be 123456 & Account number 12345678. When creating the filter replace the xxxxxx's with actual BSB & Account detail required
To create the filter and to generate the report, follow the below steps:
Open HandiTax.
Click on Reports, Clients, Clients List Abbreviated. This opens the Clients Expression screen.
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 new 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, then click OK to generate the report.
Note: Make sure that you review the report to ensure the information agrees with your client database.