e. Select OK. A list of the accounts you selected will appear.
l If you do not want to view transactions for a particular account, select Remove.
l If you want to clear the account list and start again, select Remove all accounts.
l Select Add accounts to add additional accounts to the list.
f. Select OK.
5. Select Save as to save the filter. Type in the filter name and select OK.
6. Select View transactions to view the transaction list with the filters applied.
Editing a transaction filter
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 appears.
4. Select Saved filters....
5. Select the appropriate filter and then select Next.
l To add criterion to the filter, select Add or remove criterion.... Refer to Creating a
Transaction Filter for more information.
l To modify existing filter criteria, select the appropriate criterion and make your changes. Refer
to Creating a Transaction Filter for more information.
l To remove existing filter criteria, select the appropriate criterion and then select Remove
Criteria. The system returns to the Filter Transaction List screen.
6. Select Save to save your changes.
Accounting
Pitney Bowes Operator Guide February,2018 Page 179 of 349
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