4. Select the Add criterion button to add or remove criterion contained in the filter.
Note:
The button name will vary depending upon the criteria present in the filter.
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. Type in the start time:
i. Select Hour: Minute: field. Type in the start time in HH:MM format and select OK.
ii. Select am or pm.
f. Type in the end time:
i. Select Hour: Minute: field. Type in the start time in HH:MM format and select OK.
ii. Select am or pm.
g. Select OK.
Add criterion
a. Select the Account option.
b. Select Next.
c. Select the Add Accounts button.
d. Select the accounts you want to search for transactions. A check mark indicates that an
account has been selected.
Accounting
Pitney Bowes Operator Guide February,2018 Page 178 of 349
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