Connect+® Series Operator Guide
Creating a Transaction Filter
Follow the steps below to create a new filter for transactions. For more information about
transaction filters, refer to Filtering the Transaction List.
NOTE: If users are enabled on your system, this feature is only available to users with
supervisor access rights.
1.
Select the Manage Accounts button on the Home screen.
2. Select Transactions.
3. Select View and edit transactions. By default, the Filter Transaction List screen displays
with the criterion from the previously selected filter.
4.
Select the Add criterion or Add or remove criterion button to add or remove criterion con-
tained in the filter.
NOTE: The button name will vary depending upon the criteria present in the filter.
To add or edit the date criterion:
a. Select the Date option.
b. Select Next.
c.
Select the period you want to search for transactions: custom, today, yesterday, this
week, last week, current period, last period, year to date, or last fiscal year.
d. If you selected custom date:
i. Select the Period start date field. Select a date from the calendar and then select
OK.
ii. Select the Period end date field. Select a date from the calendar and then select
OK.
e. Enter the start time:
i. Select Hour: Minute: field. Enter the start time in HH:MM format and select OK.
ii. Select am or pm.
f. Enter the end time:
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