Creating a transaction filter on the Connect+ Series and SendPro P

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Products affected: Connect+® 500W, Connect+® 1000, Connect+® 2000, Connect+® 3000, SendPro® P1000, SendPro® P1500, SendPro® P2000, SendPro® P3000

Create a transaction filter to view specific transactions during a certain date range or view specific account transactions.

If you login to the franking machine as an operator or supervisor, this feature is only available to users with supervisor access rights.

  1. Select Manage Accounts in the Mailing tile on the Home screen.
  2. Select Transactions.
  3. Select View and edit transactions. The Filter Transaction List screen appears. It shows the previously selected filter.
  4. Select Add criterion to edit the criterion contained in the filter. The button name will vary depending upon the criteria present in the filter.
  5. Add or edit the date criterion:
    1. Select Date.
    2. Select Next.
    3. Select the period you want to search for transactions: custom, today, yesterday, this week, last week, current period, last period, year to date, or last fiscal year.
    4. If you selected custom date:
      1. Select Period start date. Select a date from the calendar then select OK.
      2. Select Period end date. Select a date from the calendar then select OK.
    5. Type in the start time:
      1. Select Hour: Minute:. Type in the start time in HH:MM format and select OK.
      2. Select am or pm.
    6. Type in the end time:
      1. Select Hour: Minute:. Type in the start time in HH:MM format and select OK.
      2. Select am or pm.
    7. Select OK.

    Add criterion:

    1. Select Account.
    2. Select Next.
    3. Select Add Account.
    4. Select the accounts you want to search for transactions. A tick indicates you chose that that account.
    5. Select OK. A list of the accounts you chose appears.
      • Select Remove if you do not want to view transactions for a particular account.
      • Select Remove all accounts if you want to clear the account list and start again.
      • Select Add accounts to add additional accounts to the list.
    6. Select OK.
  6. Select Save as to save the filter. Type in the filter name and select OK.
  7. Select View transactions to view the transaction list with the filters applied.

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UPDATED: 18 May 2021