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.
10. Select OK when you are done making your changes. The Transaction List screen displays with
the new column order.
11. If you want to view transactions using a different filter, select Filter list....
12. Select Done to return to the Transactions screen.
Editing transactions
Follow the steps below to edit the transactions that have been processed on your system. When you
edit a transaction, you are changing the account a transaction was processed against.
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.
Accounting
Pitney Bowes User Guide April 2022 143
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