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Transaction Manager: Search/Filter Specific Transaction Types
Transaction Manager: Search/Filter Specific Transaction Types

Want to view only POs in your Received folder? Want to view only Invoices in your Sent folder? Here's how!

Support avatar
Written by Support
Updated over a week ago

Product: Transaction Manager

If you want to display a specific type of transaction (Document Type) on the Transactions grid, you can do the following in any folder. You also have the option to filter by EDI document number, or any other columns/criteria you choose!


Method 1

Use the Quicksearch feature to filter by simple keyword (or partial keyword) without having to click into each column filter.

Method 2

Use Column Filtering options for more advanced filtering, multiple keywords, or compound logic.


Related Topics

rev: 12/07/2023

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