Filter or Export Transactions Table

On the Transactions window, you can filter visible transactions by entering information or selecting from available values. Available filtering options differ depending on transaction type. You can filter the table or select which columns to display in the table. You can also export the contents of the table to a CSV file.

Exporting the table contents exports the list of files in .csv format. To download the individual .xml transaction file or the .csv lockbox file, refer to Download Transaction Bank File or Lockbox File.

Complete the following steps to filter the Transactions data table, configure which columns display in the table, or export the table contents to a CSV file:

  1. Select Payment Matching from the Gotransverse application menu Module menu icon.

  2. Click Transactions in the left pane. The Transactions window displays a list of transactions organized by category.

    Transactions Window

    Transactions Window

    Click the collapse icon icon in the left pane to hide it. Click the icon to open it.

    You can manage what columns are displayed in the table by clicking the Configure button and selecting column names. For AR transactions, you can display mapped tags from the transaction file as columns in the table.

    You can also filter each table by clicking the Filter button to select those transactions you wish to see.

  3. Click the Filter button above the table to open a slide-out window with filter options.

    Filter Slide-out Window

    Filter Slide-out Window

    1. To view which filters are shown in the slide-out window, click the settings icon icon at the top of the window. Select or deselect options or click Resort Defaults to show default filters. Click outside the menu window to close it.

      Transaction Filter Options

      Transactions Filter Options

      Selected filters appear above the transactions table. To remove a filter, click the X icon for the filter or click Clear All to remove all filters.

      Filter Transaction Files

      Filter Transactions

  4. To configure which columns display in the table, click the Configure button and select column names. Use the scroll bar to see more column names. Click Resort Defaults to show default columns. Click outside the menu to close it.

    AR Transactions Configure Menu Options

    AR Transactions Configure Columns

  5. To export the table contents in the current view (maximum of 50 records) in CSV format, click Export. The file is downloaded to your computer.

    Only the records shown in the current view (maximum of 50 records) are exported. To export more or all records, change the number of records shown per page or export each page.

 

 

 

Topic updated: 10/2024.