l
Date: This option allows you to search for transactions processed during a specific date and
time range. It is required for all filters.
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Account: This option allows you search for transactions that have been processed against a
specific account or accounts.
Related topics
Creating a transaction filter
Create a transaction filter to view specific transactions during a certain date range or view specific
account transactions.
If you login to the meter as an operator or supervisor, this feature is only available to users with
supervisor access rights. If you use Business Manager accounting, this feature is available to all users
1. Select Manage Accounts in the Mailing tile on the Home screen.
2. Select Transactions.
3. Select View and edit transactions. The Filter Transaction List screen appears. It shows the
previously selected filter.
4. Select Add criterion to edit the criterion contained in the filter. The button name will vary
depending upon the criteria present in the filter.
Accounting
Pitney Bowes User Guide April 2022 145
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