I want to manage account summary list views

  • Account summary list views enable you to filter, create and save custom views of the bank account summaries displayed on the Bank Account Summary screen. For example, you can view only accounts that have a GBP currency code. To apply a list view to the  list of bank account summaries, select the view’s name in the top right of the Bank Account Summary screen. 

    Bank Account Summary View

    Create and save a new account summary list view 

    1. Use manage columns and filters to arrange the account summary list as you require. 
      Bank Account Summary filter + columns
    2. When you’re ready, click Save View to display the Save List screen.
    3. Enter a name for your view up to 50 characters long.
    4. Click Save to save your new view.

    Once you’ve saved your customised view, you can select it from the View drop-down list on the Bank Account Summary screen whenever you need it. 

    Delete, modify, duplicate or set a default account summary list view:

    1. Click Manage to display the Manage Views screen. 
    2. Tick the box next to the name of the view you’re interested in. 
    3. Click Delete if you want to delete the selected accounts view. A message is displayed, asking you to confirm you want to delete the view. Click Yes to delete the selected view.
      Click Duplicate if you want to copy the selected accounts list view. A message is displayed, asking you to confirm you want to copy the view. Click Yes to copy the selected view. You can then edit the copied view to get the exact view you want.
      Click Set As Default to save the selected accounts view as your default view. 
      Click Modify if you want to edit the selected accounts view. The Edit View screen will be displayed.
    • To apply a sort to the view using an accounts data column, select the column you want to use and select whether you want the sort applied in ascending or descending order.
      If you want to apply another sort, click Add More.
    • To select specific account values to show in the view, click + next to the type of account value you want to include, then, depending on the type of value you’re using, tick the box next to each value you want to include in the view or select a value operator and enter a filter value.  
    • When you’re ready to save your changes, click Save
    • You can only modify views which you have created, if you want to modify a system generated view you will need to create a Duplicate and Modify it.

    To print the accounts list view currently displayed on the Bank Account Summary screen, click Print. The list will be generated as a bank account summary report which you will need to save in PDF format to print.

    To export the accounts list view currently displayed on the Bank Account Summary screen to a CSV file, click Export.

    If you’ve tried changing what’s shown on your Bank Account Summary screen but still can’t find the accounts you’re looking for, you may not have the appropriate payments and cash management Roles assigned to you. Please contact your Administrator for more help.

     

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