Save Time using the Transaction Filter:

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Using the Transaction Filter Tool:

The Filter controls in the Check Image Center is one of the most powerful tools in the program. Below is a description of each of the controls:

 Filter options include:

  1. Account Filter: Choose to view all checks from all accounts at once or specify a single account
  2. Check Number Filter:  Search all checks by check number
  3. Description Filter: Use the filter to search all checks by description for example searching all checks for payments to Lowe's
  4. Date Rage Filter: Narrow your search within a date range
  5. Debit Value Filter:  Select between < > +
  6. Credit Value Filter:
  7. Action Buttons:

Great ways to utilize the transaction filter: 

1: Quickly Search for a Cleared Check

2: Search for All Transactions By Keyword

3: Search for transactions across all accounts for an approximate value

 

 

 

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