Use the following procedure to search for a patron’s financial transactions:
1. From the Patron menu, select Search for Patron and perform a search for the patron for whom you want to view a contract.
2. From the Patron List grid, click a row to select a patron.
3. Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.
4. To view transactions for an account, check the check box next to the desired account. Multiple accounts can be selected. Alternatively, click the header row check box to view transaction details for all accounts.
5. Click Filter Options and select Show Filter.
6. Use the following guidelines to filter the Financial Transactions grid:
•In any column with a search filter field, enter a value and click the filter menu to select a parameter.
•For columns with drop-down menu filters, select an option from the menu.
•Each time a column is filtered, the Financial Transactions grid will be automatically updated.
•To add or remove grid columns, right-click the column heading, and select the Columns option. Check any columns to add them to the grid, or uncheck any columns to remove them from the grid.
•To view all items in the Columns list, use the up or down arrows. Alternatively, scroll through the list using the mouse scroll-wheel.
•To add all columns to the grid, select Add All. To remove all columns from the grid, click Remove All.
•To restore the default columns, click Restore Default.
•The Financial Transactions grid will only be filtered by columns that are visible.
•The last configured column state is retained per ResCenter user.
•To sort a column, click the column heading to sort the data in descending order.
•Clicking the column heading again will sort the data in ascending order.
•Clicking the column a third time will remove the sorting configuration.
•Removing the column and adding it again will restore the column sorting to its default, non-sorted state.
•The last sorted column state is retained per ResCenter user.
After configuring search filters for the Financial Transactions grid, a set of filters can be saved. Only one set of filters can be saved at one time. Saving a search filter will overwrite the previously saved filter.
To save a search filter, click Filter Options and select Save Filter.
Note: Saved search filters are per ResCenter user. Saving a search filter does not save column sorting. Column sorting is retained across session per ResCenter user.
A saved search filter can be loaded to filter the Financial Transactions grid.
The Load Filter option loads the previously saved filter. When the filter is loaded, only filters for the columns that are currently displayed will be loaded. Loading a filter does not overwrite the saved filter.
To load a search filter, click Filter Options and select Load Filter.
Note: Loading a search filter does not alter column sorting. Column sorting is retained across session per ResCenter user.