Creating a transaction filter
Follow the steps below to create a new filter for transactions. For more information about transaction
filters, refer to Filtering the Transaction List.
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. By default, the Filter Transaction List screen displays with
the criterion from the previously selected filter.
Accounting
Pitney Bowes Operator Guide February,2018 Page 177 of 349
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