Saved Filters

If you run the same filters regularly, you can create the filter once and save the filter for future use. From the Saved Filters screen, you can select and run a saved filter to select charges for invoice batching.

You can perform the following actions from this screen:

• Run the filter and select charges.

  Click Show Charges to run the saved filter and select charges for processing. The system will display the results on the Charge Filters – Charge List screen, where you can generate an invoice batch for the charges.

• Edit a saved filter criteria.

  You can display the details of a saved filter to make changes to the filter criteria. The fields displayed are identical to those you used to create the filter from the Charge Filters screen.

• Delete a filter.

  If you are no longer using a saved filter, you can select the filter and click Delete to remove it from the database.