Additional Criteria

How to Use OnLine Help

The Additional Criteria workbox allows you to designate which specific banking transactions (checks) you want to select for clearing (reconciling).

IF YOU SELECT...

THEN...

Check Date

Select a From and To date range to search.

Click here for more information on using StaffSuite's calendar.

 

 

Check Number

Enter a From and To check number. StaffSuite will find all checks between the two numbers, inclusive of the two numbers.

 

 

Check Status

Use to select from a list of all valid check statuses (Direct Deposit Extracted, Reconciled, Updated).

 

 

Check Type

Use to select from a list of all valid check types (Direct Deposit, Manual Check, Regular Payroll, Vendor Pay).

 

 

OK

Click this button to close the window and save the additional criteria.

 

 

Cancel

Click this button to close the window without saving the additional criteria.

 

 

Apply

Click this button to save the additional criteria without closing the window (useful if you want to add more than one additional criteria).