Viewing transactions on the Connect+ Series and SendPro P

Learn how to view transactions on the Connect+ Series and SendPro P.

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

Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.

Select the Manage Accounts button in the Mailing tile on the Home screen.
Select Transactions.
Select View and edit transactions. The Filter Transaction List screen displays.
You can select a new filter from the Saved Filters list, or you can add or edit criterion to create a new filter. To select a new filter:

Select Saved Filters.
Select a filter from the list and then select OK.

Select View Transactions. The Transaction List screen displays with a list of transactions that match the criterion of the filter you selected.
If you want to add or remove the columns of information that appear on the Select Accounts screen, or to modify the order in which they appear, select Columns.....
To add a column to the Transaction List screen:

Select a column in the Available columns: list.
Select the Add button.

To remove a column from the Transaction List screen:

Select a column in the Show these columns in this order: list.
Select the Remove button.

To change the order of the columns on the Select Accounts screen:

Select a column in the Show these columns in this order: list.
Use the Move buttons to move the column up or down in the list.

Select OK when you are done making your changes. The Transaction List screen displays with the new column order.
If you want to view transactions using a different filter, select Filter list....
Select Done to return to the Transactions screen.

UPDATED: 14 August 2021