Working with Batch Manager Grids

When selecting returns to include in a batch, you can find specific values after filtering returns.

Enter the complete criteria to search for specific records or enter partial information to search for similar matches in the Search box located at the top of the window. Then, click Find Next to select the first or next occurrence of your search criteria in the grid.

Note: You can enter alpha, numeric, and special characters to locate records.

Filters, located in a collapsible section above the grids, are used to refine data that displays in a grid. Some filters are used to filter by information that is not included as a grid column. You can select from one or more filter lists, and then click Go to display the filtered records.

Select a column header and drag it horizontally until a blue line displays between two column headers. The blue line indicates the header can be dropped into a new location.

Note: You cannot move columns if errors exist in the grid.

Click a column header to change the sort order between ascending and descending. An arrow displays in the selected column header, indicating the column by which the grid is sorted. The direction of the arrow indicates the sort order.

Tip: To sort the records by multiple columns, hold the Ctrl key while making your selections. The first column selected will sort first, then each successive column.