IN THIS ARTICLE
- Entity filters: Overview
- Text Guide:
- Navigate to the Transfers page
- Filter using Entity field
- Filter using Entity tags
Entity filters: Overview
There are two ways to filter transfer orders by entities on the Transfers page:
- Entity: This field provides a filtered list of the transfer orders for a specified entity
- Entity Tag: This drop-down index provides a filtered list of transfer orders for a specified group of entities
TEXT GUIDE
Navigate to the Transfers page
- Click on the Orders tab in the main menu
- Select the Transfers sub-tab from the drop-down list
- View A list of all transfers will be displayed on the screen
Filter using Entity field
- Enter the first few alphabets of the entity in the Entity field
- Select an entity from the list that appears
3. View transfer orders specific to the selected entity, displayed in a tabular format. By default Outgoing transfer orders are listed
4. Click on the Outgoing-Incoming button to view outgoing and incoming transfer orders separately
5. Click on Export to export the transfer listings to registered mail address
NOTE: Orders can be filtered additionally as follows using one or both of the following filters:
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Filter using Entity Tags
- Click on the down arrow button to view additional filters
2. Click on the down arrow button next to Entity Tags
3. Select a tag from the drop-down list. By default, All is selected
4. A list of transfer orders within all entities with the applied tag will be displayed in a tabular format, click on any row to open up the details of that transfer
5. Click on the Export button to export the data to your registered email address