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