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Creating a new filter

Fusion Cash Management (FCM) enables you to customize a filter to search for certain information. This reduces the time and effort to select a set of filters every time you log in FCM.

To create a new filter

1.     Navigate to Accounts >> Incoming Wires.

2.     Click More Filters under the Filter section on the summary page.

3.     Specify the Reference to narrow down the transactions.

4.     Select the relevant Receiving Account.

5.     Select the Receiving Account Name.

6.     You can select the following operators and specify the Wire Amount:

•       Less than

•       Greater than

•       Equal To

7.     Select the applicable Receiver Charges.

8.     Select the Receiving Bank FI ID.

9.     Specify the Filter Name to uniquely identify this filter.

10.  Select the Save Filter check box to save the filter for future use or click Search to search using this filter.

Click Clear to clear or reset the values in the filter options.

Following is example of Advanced Filter: