Filter Conditions for unallocated transactions

The Allocation Marker value for transactions that have not been allocated is blank.

Therefore, when creating or running a simple condition filter to retrieve allocated/unallocated transactions, use the Allocation Marker data item, an operator of Equals or Not Equals, and the blank value. Selecting the value of Not Allocated will result in an error message.

When creating or running a compound condition filter to retrieve unallocated transactions, use the Allocation Marker data item, an operator of In List, and the value of Not Allocated. If the In List operator, or the value of Not Allocated, are used on their own, automatic checking of the All check box must be reversed when the filter is run.