Payment Filters

To access filters, select Filter on the action bar above the list. These filters make locating payments easier and faster, and are also useful in creating specific lists of payments. For example, you can create a list of payments based on the payment amount or deposit status.

Available payment filters:

Payment

• Within this time period

• Amount

• Payer

• Payment method

• Category

• Check / reference date

Deposit

• Within this time period

• Amount

• Status

• Bank account

General ledger

• Post date

• Post status

Attachments

History

• Date last changed

• Last changed by user

• Date created

• Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.