Basic Financial Filters
  • 14 Mar 2024
  • 1 Minute to read
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Basic Financial Filters

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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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