Viewing transactions
Note:
If users are enabled on your system, this feature is only available to users with supervisor access rights.
If you are using Business Manager accounting, this feature is available to all users.
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Transactions.
3. Select View and edit transactions. The Filter Transaction List screen displays.
4. You can select a new filter from the Saved Filters list, or you can add or edit criterion to create a
new filter.
To select a saved filter:
a. Select Saved Filters.
b. Select a filter from the list and then select OK.
5. Select View Transactions. The Transaction List screen displays with a list of transactions that
match the criterion of the filter you selected.
6. If you want to add or remove the columns of information that appear on the SelectAccounts
screen, or to modify the order in which they appear, select Columns....
7. To add a column to the Transaction List screen:
a. Select a column in the Available columns: list.
b. Select the Add button.
8. To remove a column from the Transaction List screen:
a. Select a column in the Show these columns in this order: list.
b. Select the Remove button.
9. To change the order of the columns on the Select Accounts screen:
a. Select a column in the Show these columns in this order: list.
b. Use the Move buttons to move the column up or down in the list.
Accounting
Pitney Bowes Operator Guide February,2018 Page 174 of 349
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