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rmp0443
Returning Member

How is the "Filter" entry used on the Yearly Money Donations entry screen?

 
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How is the "Filter" entry used on the Yearly Money Donations entry screen?

IF you made a bunch of different donations to 100 different organizations, it just searches and lists the organizations you donated to, to allow you to make more entries or edit your entries for that organization.

In the picture below

1)..if I just type "Sal" it will bring all my Salvation Army entries into the screen....and only those hits with any words starting   "Sal".

2)  If I type in "Alum", it brings up both Alumni Associations to the top...and shows only those hits.

Certainly that can help a lot if you have a bunch of charities...such that they go off-screen for pages & pages

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

4 Replies

How is the "Filter" entry used on the Yearly Money Donations entry screen?

Are you referring to an ItsDeductible entry? Where do you see the "Filter" entry?
rmp0443
Returning Member

How is the "Filter" entry used on the Yearly Money Donations entry screen?

See the Recommended Answer.  Thanks.

How is the "Filter" entry used on the Yearly Money Donations entry screen?

IF you made a bunch of different donations to 100 different organizations, it just searches and lists the organizations you donated to, to allow you to make more entries or edit your entries for that organization.

In the picture below

1)..if I just type "Sal" it will bring all my Salvation Army entries into the screen....and only those hits with any words starting   "Sal".

2)  If I type in "Alum", it brings up both Alumni Associations to the top...and shows only those hits.

Certainly that can help a lot if you have a bunch of charities...such that they go off-screen for pages & pages

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

How is the "Filter" entry used on the Yearly Money Donations entry screen?

You can also sort the columns ... that can help sometimes ...

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