Filter Fund Transfers

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The fund 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 wanted to know how many transfers are where done within a given date rangeyou could select "A Date Range" from the Transfer Date Range drop-down list. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all transfers that were done within the give date range. The list has also changed, and displays only the transfers that were done within the given date range.

To get started, select General Financials > Fund Transfers - from the main menu on the left hand side.

 
 
To filter Find transfers, Click the "Filter List" button.
 
 
This will open the filter panel...
 
 
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.  Fund Transfers can be filtered by:
  • Fund From
  • Fund To
  • 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.