This applies to the following Orchid EFT Processing screens to select records and to view EFT Files.
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EFT File List
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AP Payment Request
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AR Payment Request
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Employee Expense Payment Request
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Create AR Payment
Filtering Records
Tips when using filters:
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The screen filters to 1 month ago by default.
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Filters are saved from a prior session in the browser.
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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.
Fields available to filter by:
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You can filter by any fields on the first row, by selecting from the list of values or using a filter string.
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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.
View screenshot
Filtering records with a filter string
You can type a filter criteria, using =, >=, > or < for most fields.
Example: To filter by amount, enter >500 only, do not include the currency
Select Records from the list
Click in one of the fields in the first row to display a box with the values you can select.
In the EFT File List, you can select on Status field - Select all options you want to view.
In the EFT Payment Request screen, to filter by Payment Method, click in the Payment method field. This displays all values and you can select the values required, for example "Printed Checks"
You can also filter by typing text in the box. If you don't want to view Printed Check, you can filter them out using !=Printed Check in the Payment Method
Filtering on the EFT AR Payment Request screen - Customer name example
Filtering on the EFT Employee Expenses Request screen - Payment method example
