One of the best parts of Excel is that it enables you to filter fields in tables. This is something you haven't been able to do on Syft's tables - until now.

Just click on the heading of a text column on a table to access a filter drop-down and presto! You can filter that column. Read on for all the details.

Why is this great? 🧐

It's now much easier to filter by any of the categories in your statements without needing to click "Group by" and selecting accounts. This gives you more flexibility to analyze your data and identify key movements.

Use cases of table filtering 💡

You can filter statements or transactions for movements or values that are above/below a certain number so as to more easily identify large movements. This is very useful when it comes to statement or transaction analysis and understanding where the big issues or risk areas are within your business.

In addition, you can use this tool to find a specific account in very long statement or transaction list if you want to investigate movements in it or monitor it further.

Or perhaps you would like to filter your statements or transactions by source. This is also possible and comes in handy when you want to investigate manual journals, for example. Now, you can easily identify the impact of each of these journals on your company.

Where can you filter information? 🗺️

You can filter tables on:

• Cash Manager;
• Profit & Loss;
• EBITDA;
• Transaction List,
• Product tables;
• Customer tables;
• Balance Sheet; and
• Trial Balance.

In addition, you are also able to filter tables when you drill down into an account.

Closing thoughts ☁️

The new filtering feature in Syft's tables marks a significant leap forward in data analysis and decision-making. Thanks to this new functionality, the hassle of sifting through extensive data sets is a thing of the past. No longer confined to the constraints of manual account selection, you can now effortlessly explore your financial information by category, source, account, and more.

The power to uncover pivotal trends, identify significant movements, and scrutinize risk areas has never been more accessible. Whether it's isolating substantial transactions, delving into specific accounts, or tracking the impact of manual journal entries, the possibilities are boundless.

Our team is committed to enhancing your experience by providing you with the tools you need to make informed decisions swiftly and effectively. Embrace this new capability to save time on analyzing your data today.

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