The Account Transfers list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of transfers based on your selected criteria.
As an example, if you want to know how many account transfers you have done for a specific account, you could select the account from the From Account or To Account drop down list. Click the "Filter List" button. You will see the total records label above the list gives you a count of all statements for the account you selected. The list has also changed, and displays only statements for the account you selected.
To get started, select General Financials > Account Transfers - from the main menu on the left hand side.
This will open your account transfers list. To filter Account Transfers, click the "Filter List" Button.
The filter panel will open...
Choose the criteria you wish yo use as a filter. Use as many of the criteria items as needed. Account Transfers can be filtered by:
- From Account
- To Account
- Transfer Date Range.
After selecting the desired criteria, click the "Filter List" button and the list will display only the transfers that meet the selected criteria.