Default Filtering

When logging in to Credit Control for the first time, a Warnings dialog is displayed to flag any usability issues that have been identified in the current configuration of Credit Control data (see Login Warnings).

One of these warnings is "Filter has not been set up. Default filter (recent transactions) will be used".

Since any database can be expected to hold a lot of data, rather than load all outstanding AR for all Clients, a default filter is applied so that only data for the past three months is displayed. For example, if you first access Credit Control on 26 June 2022, then the date range of the default filter will be From 26 March 2022.

Once the Default Filter has found all the outstanding AR for Clients within the last three months, that data is displayed in the Credit Control main screen.

The default filter can be overridden in the Credit Control Advanced Filter, either by clearing the default Date Range value in the Transactions region so that no date range filtering is applied, or by specifying an alternative Date Range.