Filtering The Transaction List - Pitney Bowes Connect+ Series Operator's Manual

Accounting
6. Select the Actions button on the bottom of the screen and then select Edit transactions. The
Edit Transaction screen displays.
Note:
You cannot edit a transaction created with a PSD (meter) that is not currently installed on your
mailing and shipping system or a PSD that is inactive.
7. Select the Account field. The Select Account screen displays.
8. Select the appropriate account and then select OK.
9. Select OK to return to the transaction list.
10. Select Done to return to the Manage Accounts screen.

Filtering the transaction list

A filter is a set of criterion used to select a group of transactions on your system for viewing and editing.
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 have created 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/time
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range. It is required for all filters.
Account - This option allows you search for transactions that have been processed against a
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specific account or accounts.
Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 243 of 367