Finance Manager Filter

In order for Payments to appear on various Finance Manager pages (i.e., Payables, Receivables, Exceptions), you must conduct a search, also known as a filter. Filtering Payments allows you to focus activity on certain subsets of Payments instead of browsing all Payments in the portfolio. For example, you can isolate Payments within a certain date range or within a certain area of the portfolio. Then, you can take action only on those specific Payments.

Filter functionality does not apply to Invoices.

Filter Payments in the Finance Manager:

1. Navigate to a Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Using the Export State drop-down menu, select which types of Payments to display. To view Payments in various export states, select Not Selected.

3. Using the From drop-down menu, select the area of the portfolio to filter by clicking the appropriate folder in the navigation hierarchy.

   To view Payments from the entire portfolio, select the portfolio-level folder of the hierarchy.

4. Use the date selector or enter a date in the Planned Date From field. Then, use the date selector or enter a date in the To field.

   Dates entered in these fields determine the range of Payments the system displays.

5. When the filter parameters are complete, click Filter.

   A list of Payments matching the filter parameters appears in the grid.

Depending on the filter parameters, it might take a moment for Payments to populate in the grid.