Editing A Transaction Filter; Deleting A Transaction Filter - Pitney Bowes Connect+ 500W Operator's Manual

Chapter 4
f. Select OK.
5. Select Save as to save the filter. Enter the filter name and select OK.
6. Select View transactions to view the transaction list with the filters applied.

Editing a Transaction Filter

Follow the steps below to create a filter.
NOTE: If users are enabled on your system, this feature is only available to users with
supervisor access rights.
1. Select the Manage Accounts button on the Home screen.
2. Select Transactions.
3. Select View and edit transactions. The Filter Transaction List screen appears.
4. Select Saved filters....
5. Select the appropriate filter and then select Next.
To add criterion to the filter, select Add or remove criterion.... Refer to Creating a
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Transaction Filter for more information.
To modify existing filter criteria, select the appropriate criterion and make your
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changes. Refer to Creating a Transaction Filter for more information.
To remove existing filter criteria, select the appropriate criterion and then select
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Remove this criterion. The system returns to the Filter Transaction List screen.
To clear all non-mandatory criteria and reset mandatory criteria to default values,
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select Reset all.
6. Select Save to save your changes.

Deleting a Transaction Filter

Follow the steps below to delete a filter.
NOTE: If users are enabled on your system, this feature is only available to users with
supervisor access rights.
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