Filtering your payouts
Learn how to filter your payouts.
Filtering your payouts allows you to streamline your view by narrowing down the list of transactions based on specific criteria. It helps you quickly find the most relevant payouts, making managing and analyzing your financial data easier. In the following sections, you'll learn how to set various filter parameters to customize your payout list according to your needs.
Setting your filter parameters
Setting filter parameters for your payouts lets you customize your transaction display according to your needs. By defining these parameters, you can easily sift through extensive data to find the most pertinent information, making your financial management more efficient. Below is a list of key filter parameters and their definitions to help you effectively tailor your payout views.
Parameter | Definition |
---|---|
Payee ID | The unique identifier of the payee. |
Payee name | The name of the payee. |
Payer ID | The unique identifier of the payer. |
Payer name | The name of the payer. |
Payout date range | The start and end date range for the payout. |
Currency | A three-letter alphabetic ISO currency code. |
Filtering your payouts
Filtering your payouts helps you efficiently manage and analyze your financial transactions by narrowing down the data based on specific criteria. This functionality provides a streamlined view, enabling you to locate the most relevant payouts quickly. In this section, you'll learn how to set up and apply various filters to customize your payout list according to your individual needs, simplifying your financial management process.
Click Payouts in the left navigation. The Payouts page appears.\
Click the Filter drop-down menu. The Filters dialog appears.
Complete all or some of the fields and click Apply. The Filter button displays how many changes you applied to the settings while on the page. When you leave the page, the filter settings return to their default settings. To clear the filter settings, click Filter and then click Clear.
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