Filtering Transactions and Batches by Date Range and Amount

In this guide, we'll walk you through the process of efficiently searching for transactions and batches within a specific date range. Being able to filter your financial data based on date criteria can help you quickly find the information you need. Whether you're looking for transactions from a particular time frame or batches within a specified period, our step-by-step instructions will help you navigate the process seamlessly.

Using Filters to Search by Date Range

1. Log into Elvanto as an Admin.
2. Access Financial Section:
   1. Hover over the Financial tab in the navigation menu.
   2. Select either Batches or Transactions, depending on what you want to search for.
3. Look for the Filter option and click on it.
   Note:This will open a dropdown menu that allows you to customize your search.
4. Set Date Range: If you wish to search by a specific date range, select the "Date Range" option. Choose the start and end dates for the period you're interested in. Click the "Apply" button to confirm your selection.
5. View Filtered Results: After applying the date range filter, you'll see only the transactions or batches that fall within the specified dates.
6. Additional Filtering (Optional): In the "Transactions" area, you have the option to further refine your search by using the "Amount Range" filter. This allows you to search for transactions within a particular monetary range.

Tips and Considerations

• Combine Filters: Keep in mind that filters like "Financial Year" and "Date Range" are additive. This means that transactions matching either criteria will be displayed. For example, if you choose a specific financial year and a date range, you'll see transactions from both those parameters.
• Date Range Exclusivity: If you want to search strictly within a date range and not include any financial year data, ensure you deselect the "Financial Year" filter.

Using filters to search for transactions and batches based on a date range is a powerful feature that enhances your ability to manage financial data effectively. By following the simple steps outlined in this guide, you can quickly locate the information you need and make informed decisions.

If you have any questions or need further assistance, don't hesitate to reach out to our support team. We're here to help you get the most out of the Elvanto platform.