Filter Displayed Transactions

On the Account information page, you can filter by transaction status the transactions that appear.

To filter transactions on the Account information page:

  1. In the header row of the transaction area, click the Filter button. The filtering tool expands.
  2. Select or clear any or all of the Scheduled, Pending, and Posted check boxes.
    • Checked: Transactions with the selected status appear.
    • Unchecked: Transactions with the selected status do not appear.

    Changes take effect as soon as you select or clear the check box.

  3. Click the Filter button. The system applies your filtering criteria and the filtering tool collapses.

Back To Top