Credit Card Register Filters

To access credit card register filters, select Filter from the action bar above the list. These filters make locating credit card transactions easier and faster, and are also useful in creating specific lists. For example, you can create a list of credit card charges, payments, or transaction types.

Available Credit card register filters:

Card

  • Credit card

Charges

  • Date

  • Amount

Payments/credits

  • Date

  • Amount

Transaction

  • Date

  • Transaction type (Credit card charge, Credit card payment/credit, Adjustment-charge, Adjustment-payment/credit)
  • Post status (Posted, Not yet posted, and Do not post)

Attachments

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