Credit Card Account Filters

To access credit card account filters, select Filters from the action bar above the list. These filters make locating credit card accounts easier and faster, and are also useful in creating specific lists of credit card accounts. For example, you can create a list of credit card accounts based on the vendor name, type of account, or status.

Available credit card account filters:

Card

  • Type

  • Status

Vendor

  • Vendor name

Attachments

History

  • Date last changed

  • Last changed by user

  • Date created

  • Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.