Deposit Filters

To access deposit filters, select Filters from the action bar above the deposit list. These filters make locating deposits easier and faster, and are also useful in creating specific lists of deposits. For example, you can create a list of deposits based on the deposit status, amount or bank account.

Available deposit filters:

Deposit

  • Within this time period

  • Amount

  • With a status of

  • Bank account

  • Subledger (Receivables, Treasury, Student billing)

General Ledger

  • Post date

  • Post status (Posted, Not yet posted, Do not post)

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.