Filtering and Sorting records in EFT Processing

This applies to the following Orchid EFT Processing screens to select records and to view EFT Files.

  • EFT File List

  • AP Payment Request

  • AR Payment Request

  • Employee Expense Payment Request

  • Create AR Payment

Clearing filters

If you can't see all the records you expect to see on the screen, check if there are any active filters.

If the column name is Italic, click in the field below the column name and choose to clear the filter on that column.

Filtering Records

Active Filters

There are indications on the screens that filters are active.

  • The Filter icon next to the column name is filled in. The icon is only an outline if there are no filters for the column.

  • On the Advanced Filter icon, you can see the number of active filters

  • If the column heading is in italic, it means there is an active filter. Check the filter if you can't find the records you are looking for.

Clearing filters

  • To clear a filter on one field only, select the icon next to the column name and choose Clear.

  • To view all filters and clear them (or modify a few filters on one screen), use the Advanced Filters icon on the top right of the screen.

Default filters

  • The screen filters to 1 month ago by default.

  • Filters are saved from a prior session in the browser.

Fields available to filter by:

  • You can filter by any fields on the first row, by selecting from the list of values or using a filter string.

  • You can filter by any fields on the screen using the filter icon next to the column or add filters using the Advanced Filter button on the top right of the screen.

  • Vendor/Customer/Employee Types and Payment Created by are available to use as filters.

When working at Entity Level in Sage Intacct

If working in Sage Intacct at the Entity Level, the only shows the user name for payments created by the logged on user. The payment is displayed in the list, but the field is blank.

If you have security rights at the top level, you can view and filter by the name for all users.

Filtering records - Examples

You can filter records using the Filter icons next to each column and the Advanced Filter icon.

See examples in Filtering records in EFT Processing

Example:

In the EFT File List, you can filter based on the Status field - Choose and select all options you want to view.

Example:

In the EFT Payment Request screen, to filter by Payment Method, you can type a value and Enter to filter by the default condition (contains).

For more advanced filters, click on the Finder icon next to the Payment method field.

To display all values, select : Is one of or Is not one of and you can select the values required, for example "Printed Checks"

You can filter by Vendor name using Contains, Is One of or Is Not One of

Example:

Filtering on the EFT AR Payment Request screen - Customer name example

Example:

Filtering on the EFT Employee Expenses Request screen - Payment method example