Filtering The Transaction List - Pitney Bowes Connect+ 1000 Operator's Manual

Chapter 4
4. Select View transactions. The View and Edit Transactions screen displays with a list of
transactions that match the criterion of the filter you selected.
5. Select the transaction you want to edit.
6. Select the Actions button on the bottom of the screen and then select Edit transactions.
The View & Edit Transaction screen displays.
NOTE: You cannot edit a transaction created with a PSD (meter) that is not currently
installed on your Connect+® Series 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
l
date/time range. It is required for all filters.
Account - This option allows you search for transactions that have been processed
l
against a specific account or accounts.
121
SV62250 Rev. G