Wednesday, March 27, 2019

Saved Search of Cleared Check Payments

1. Navigate to Reports Saved Searches All Saved Searches New.

2. Click Transaction.

3. Modify Search Title.

4. On the Criteria tab > Standard subtab > Set the following Filters:
-- Type: is Check
-- Main Line: is True
-- Cleared: is True

5. On the Results tab > Columns subtab > there are default fields. Add or remove other fields as needed.

6. Click Save & Run.

No comments:

Post a Comment