Filtering the transaction list on the Connect+ Series, SendPro P

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

You can view specific transactions during a certain date range or view specific account transactions by creating a transaction filter.

There are many examples of why you might want to use a filter. For example, you might want to view all transactions that were entered during a specific date range (e.g., between April 1 and April 15) that does not exactly match a standard week, month or other period. Or you might want to view all the transactions that were entered for a group of accounts during the current month.

Once you create a filter, you can save it for future use.

Filter criterion

A filter can be comprised of any or all of the following criterion.

  • Date: This option allows you to search for transactions processed during a specific date and time range. It is required for all filters.
  • Account: This option allows you search for transactions that have been processed against a specific account or accounts.

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UPDATED: 18 May 2021