Bank Feeds History Filters

Bank feed filters appear when you select Filter. Filters make locating accounts and transactions to address easier and faster, and are also useful in creating a specific lists of accounts. For example, you can create a list of accounts based on a bank account or download date.

Available bank feed history filters:

Bank

• Bank account

Download

• Status

• Downloaded by user

• Download date

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