Your Deposits can be filtered for a few different reasons. One is to narrow down the list by criteria to find a specific deposit. Another is to give you a count of deposits based on your selected criteria.
As an example, if you wanted to know how many deposits you have for a specific account, you could select the bank account, from the Deposit/Bank Account drop-down list. Click the "Filter List" button. You will see the total records label above the list gives you a count for the account you selected. The list also changed, and displays only the deposits for the account you requested.
To get started, select General Financials > Deposits - from the main menu on the left hand side.
To filter your deposits, click the Filter List" button.
The Filter Panel will open...
Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Deposits can be filter by:
- Deposit/Bank Account
- Associated Constituent
- Date of Deposit Range
- Deposit Amount Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the deposits that meet the selected criteria.
You can also save your filters, to use again at a later time. After you filter the list, open the filters menu by clicking the
icon in the filter box. When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to it's original state.