You have functional capabilities for filtering and grouping the Records in the Registry. Working with Documentary Records is unified. Further information on how to use the functionalities is provided in the topic "Documentary Registry Organization".
You can filter the data in the table by:
✓Dates - You can specify a time frames from date of transaction (and / or) to date of transaction;
✓Reference numbers - you can enter a specific reference number to look for; Additionally, you may specify linked reference number to the Documentary Record, if one is available;
✓Sums - You can request filtering of Records over a monetary target range for amounts above and / or below certain levels;
✓Names from the Clients Registry:
➢Orderer - open the "Filter by Customer Name" panel - you can specify one of the Orderer fields available for filtering;
➢Beneficiary - open the "Filter by Customer Name" panel - you can specify one of the Beneficiary fields available for filtering;
✓Beneficiary's Bank - select "Pay by bank" field as "Sort by" criteria. You have the opportunity to combine the data of more than 60 criteria, which are listed and available in the "Sort by";
✓Servicing Branch/Unit - provide the identification of the service branch (unit) of the organization's infrastructure you are working for;
✓Status - specify working status from the drop-down menu.
