1
Download - Magaya Corporation
Transcript
WORKING WITH DOCUMENT AND LIST VIEWS THE FILTER BUTTON 5) Checkmark or uncheck any options as needed such as “Request Delivery Receipt”. 6) Click the Send button when you are ready to send the batch of email messages. Learn more about email templates in the Magaya Software Communications Manual. The Filter Button The Filter button allows you to select how you want to view the information in a list. For example, you may want to see only transactions for the past week or transactions for a certain customer or destination. The Filter button has two options: Standard and Advanced. The Filter button offers options that are specific to the list you are viewing. For example, the Filter button available for Checks has fields that are specific to that accounting function while the Invoices filter has different fields. In the Invoices filter, you can filter by AP or AR, invoice number or dates, US dollar (or other currency) amounts that are greater or lesser than amounts you enter, and others. For Checks you can filter by account name, check number, or other criteria. 127
