Basic Financial Filters
- 14 Mar 2024
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Basic Financial Filters
- Updated on 14 Mar 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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Payment Maintenance Filters:
1. Payments between these dates:
2. Payment Method, Date Entered Prompt:
3. Payments Entered on this Date:
4. check number prompt:
and 5. Batch Prompt:
Pledge Maint. Screen:
1. Pledge in Occasion Prompt: added filter to both Accounts and Pledges
2. Pledges between dates in Occasion Prompt: filtered on Accounts and Pledges
3. Pledges Entered on this date prompt:
Prospect Maintenance:
- Accounts that do not have Prospects in Occasion Prompt
- Prospect Occasion Prompt
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