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Support Article: Advanced EFT Processing
Some agencies need more advanced options when processing EFTs. You are now able
to post the data as needed with much less effort.
You are now able to sort all columns ascending & descending. Clicking on a column
heading once will sort the column in alphabetical order ascending. Clicking on that
same column heading again, it will sort the column in descending alphabetical order.
Numerical columns work the same way.
 Clicking on the New Features button in the lower right hand corner will open a window with a brief explanation of the recent enhancements to the EFT Processing Screen. A new filter function allows you to view only the data you select out of all of the EFTs. As an example, look at Arrow #1. If you clicked on the Assurance America company code as we have done in this example, it would turn blue and filter out all of the other companies so that only the company code that you selected remains.
Once you have filtered by company, you can further filter your data by filtering another column. Notice arrow #2 where we have filtered the type of payment for just New.
Filters can be removed to show all of the data again by clicking in the filtered data. Clicking on the word "New" will remove the "New" filter. Clicking on the company code that is highlighted blue will remove that filter and all data is once again displayed.
When you have these filters on, and you click Post. It will ONLY post the filtered
data.
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