Use a Saved Filter

As discussed in step 6 above, you can save filters for re-use. Rather than re-entering filter information each time you want to create an invoice batch, you can select a saved filter to run.

  1. From the Invoice Management menu, select Saved Filter. The system displays the Save Filters list.
  2. Select the filter you want to use by selecting the appropriate check box.
    Note: If necessary, you can display the details of a filter to make changes to the saved selection criteria.
  3. Click Show Charges. The system displays the Charge list, which includes a list of all open charges that match the filter criteria.