Step 1: Open Allocate Accountant

Go to the Allocate Accountant module to manage your accounting team.

This section allows administrators to add new accountants, assign companies, and organize accounting responsibilities while maintaining secure access control and efficient workflow management across multiple businesses.

Step 2: Open Filter Options

Click the Filter icon located in the upper-right corner of the Accountants screen.

This opens the filter panel, allowing you to refine the accountant list using available search options. The Filter feature helps administrators quickly locate accountant records and efficiently manage accounting teams across multiple companies.

Step 3: Search Using Available Fields

Enter the required information in the available search fields to locate a specific accountant.

You can search using the provided filter options to quickly identify accountant profiles, verify contact information, review company allocations, and efficiently manage user records without manually browsing the complete accountant list.

Step 4: Apply the Filter

Click Apply to display the filtered accountant results based on your selected search criteria.

Applying filters instantly updates the accountant list, making it easier to access relevant user information, improve productivity, and efficiently manage accountants and company assignments.

How to use Filter feature in Accountants?