5. Add or edit the date criterion:
a. Select
Date
.
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
Period start date
. Select a date from the calendar then select
OK
.
ii. Select
Period end date
. Select a date from the calendar then select
OK
.
e. Type in the start time:
i. Select
Hour: Minute:
. 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:
. Type in the start time in HH:MM format and select
OK
.
ii. Select
am
or
pm
.
g. Select
OK
.
Add criterion:
a. Select
Account
.
b. Select
Next
.
c. Select
Add Account
.
d. Select the accounts you want to search for transactions. A check mark indicates you chose
that that account.
e. Select
OK
. A list of the accounts you chose appears.
l
Select
Remove
if you do not want to view transactions for a particular account.
l
Select
Remove all accounts
if you want to clear the account list and start again.
l
Select
Add accounts
to add additional accounts to the list.
f. Select
OK
.
6. Select
Save as
to save the filter. Type in the filter name and select
OK
.
7. Select
View transactions
to view the transaction list with the filters applied.
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.
Accounting
Pitney Bowes
Operator Guide
April 2022
146
Содержание Connect+ 500W-3000
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