Bank Manager Filters

Find check box and field

By checking the Find check box, you can then search for bank products by entering search criteria in the Find field.

Created

Displays bank products with a bank status of Created.

Transmitted

Displays bank products with a bank status of Transmitted.

Rejected

Displays bank products with a bank status of Rejected. Rejected bank applications appear in Bank Manager in red. To fix rejected bank applications, refer to Re-Creating Bank Applications.

Accepted

Displays bank products with a bank status of Accepted.

Complete

Displays all bank products where the Complete check box is selected in the Bank Manager.

Incomplete

Displays all bank products where the Complete check box is unmarked in the Bank Manager.

Find check box and field

By checking the Find check box, you can then search for disbursements by entering search criteria in the Find field.

Product Types

Select a check box to view disbursements made via check through this product. In ATX, the following products can be used for bank products:

• 3Fund Check
• 3Fund Direct Deposit
• RT Check (Refund Transfer - check)
• RT Direct Deposit
• FeeCollect™
• Diamond Card (bank card)

Check

Select this check box to view disbursements made via check.

Direct Deposit

Select this check box to view disbursements made via direct deposit.

Bank Card

Select this check box to view disbursements made via bank card.

Complete

Select this check box to all disbursements where the Complete check box is selected in the Bank Manager.

Incomplete

Select this check box to all disbursements where the Complete check box is not selected in the Bank Manager.