Filter Transaction List

1. From Home Base, click Clients & Files.
2. Select the appropriate entity type from the dropdown menu.
3. Select the appropriate entity in the list.
4. Click Invoices on the button bar.
5. On the Transaction List, click the Filter tab.
6. If this is the first time a Transaction List filter is being defined, the View Transaction History screen displays.
   
   If a filter has been defined previously, click Options and select Filter Setup to access the View Transaction History screen.
7. Select the following options on the View Transaction History screen.
   • Open Items: Select All Items to include both open and closed invoices.
     Select Open Items to display only open receivable items in the list.
   • View Mode: Click Open Item or Balance Forward.Open Item mode provides a detailed view of all payments received and associated to an item that affect the item's balance. Balance Forward mode shows a more simplified list that does not display the individual payments affecting the transaction's balance.
   • Item Order: Click Most Recent or Oldest to specify the date order for listed transactions.
   • Date Filters: Enter From and To dates to specify a transaction date range to view. Only transactions entered within this date range are displayed.
   • Billing: Select individual billing modes to view or select All Modes. If you are filtering transactions for a broker or lienholder, you cannot change the Billing criteria.
   • Policies (clients only): Select individual policies or click Select All. To clear all selections, click Clear All.
   • History (brokers/lienholders/finance companies only): Select Broker/Lienholder/Finance Company to display all transactions on this broker/lienholder/finance company's account, or select Customer and double click in the field below to select a customer. Only transactions billed to this broker/lienholder/finance company for the selected customer will display.
8. Click OK to save the filter criteria for the current entity.

If you do not want to save your settings and want to return the filter options to the default, click Reset.