To Filter the Transaction List Using a Setup File
You must select an XML file to filter the Transaction List using Setup.
1. In the
Filter row, click
to open the advanced filter options.
2. Click Setup. The Filter Setup dialog box opens.
3. To apply a new setup file, follow these steps:
a. Click Load. The Load dialog box opens.
b. Select a filter setup file, and then click Open. The filter is applied.
4. To apply the filter by default each time you open an IDX file, select the Apply These Filter Settings by Default for IDX Files check box.
5. To save the filter settings, follow these steps:
a. Click Save Filter Settings As. The Save As dialog box opens.
b. Select the folder where you want to save the file.
c. In the New Name box, type a name for the filter setup file.
d. Click OK. The file is saved.
6. In the Filter Setup dialog box, click OK. The filter settings are applied.