Creating Filters and Saving Views

Filters control the records that you see in a list. In Transaction Matching, let's take a look at using filters and lists on Unmatched Transactions.

Saved lists are specific to a data source within a match process within a match type. For example, you could create a saved list on the Bank data source within the POS_TO_BANK match process within the INTERCO_MMBT match type.

You can create many different filters to change how you view Unmatched Transactions.

For information about how to create a filter, see Creating a New Filter.

Managing Views

You can perform the following actions on views (list, pivot, and chart):

• Save a view, as described in Saving Views.

  To see all the saved lists for that Match Type, click List at the top of the dialog.

• Set a default view, as described in Setting a Default View.
• Service Administrators can publish a view.