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      Basic Financial Filters
      • 14 Mar 2024
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      Contents

      Basic Financial Filters

      • Updated on 14 Mar 2024
      • 1 Minute to read
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      Article summary

      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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