Your Delegate Payments can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific payments. Another is to give you a count of all payments based on your selected criteria.
As an example, if you wanted to know how many payments you received by check, you could select the Payment Type of check, from the "Payment Type" drop-down menu. Click the "Filter List" button. You will see a total records label above the list gives you a count of all payments that meet this criteria. The list also changed, and displays only the payments that you requested.
To get started, select either General Financials or Membership > Delegate Payments - from the main menu on the left hand side.
To filter the payments, click the "Filter List" button.
The Filter Panel will open...
Choose criteria to filter the list. Use as many of the the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Delegate Payments can be filtered by:
  • Delegate ID
  • Department
  • Payment Category
  • Payment Type
  • If the Payment is in the General Ledger
  • Point of Entry
  • If a receipt was given
  • Payment Date Range
  • Payment Amount Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the accounts that meet the selected criteria.