Bank Manager Filters

The Bank Manager filters change depending on the tab (view) you select on the Bank Products Tab or the Disbursements Tab.

Bank Products Filters

If you've selected the Bank Products Tab, your filter will appear as follows:

Bank Manager filters

Filter

Description

Shortcut

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.

Ctrl+F

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.

 

Clear Filters button

When viewing the Bank Products Tab, removes all the filters and displays all bank products.

 

Disbursement Filters

If you select the Disbursements Tab, the Disbursement filters appear dynamically, based on the bank products you offer:

Filter

Description

Shortcut

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.

Ctrl+F

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
  • FeeCollectâ„¢
  • 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 view all disbursements where the Complete check box is selected in the Bank Manager.

 

Incomplete

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

 

Clear filters button

Clears all specific filter settings, providing a view of all the disbursements in the system.

 
 

 

See Also:

Bank Manager

Bank Products Tab

Disbursements Tab