V2 List Filtering

SmarterPay Cloud's list filtering has been updated to be more powerful.

Multiple filter lines can be used, on each filter, to make it easier to display what you are looking for.

It is now possible to use a status, combined with a date range, to see, for example, all failed payments from the last few days.

Links to V2 List Filtering in SmarterPay Cloud

• Customers
• Accounts
• Mandates
• Payments
• Scheduled Payments
• Credits
• Cards
• File Submissions

When checking through list views on any of the menu items on the left-hand side menu, you have the ability to add additional filtering to make the information displayed more focused to your needs.
To access the list filtering options, you will need to select the “> Filter” area at the top of the list, which will display the Filter tool:

NOTE: Clicking the filter area again, or filter tool top X, only closes the filter tool, it doesn't apply or clear the filter.

Using the Dropdown list you select the field for the filter line and then enter a value for the filter.
Each field has an operator, or how the value will be searched for, applied to it, and this changes when the field is changed in the list.

The value will be searched for exactly as entered in the text box. Leading and trailing spaces will be removed from the search.

The value in the text box will be searched for as part of a wider search. For example, “test” will be found in “This is a test sentence”. Leading and trailing spaces will be removed from the search.

One, or more, values can be selected from a list and they will be searched for in an “OR” way. For example, the result will contain value 1 OR value 2, etc.

Dates can be searched for either by using one of the preset time periods, as can be seen in the dropdown list options, or using the “Between” option and defining the date range.

For the “Between” option, the “From” date and “To” date can be used in combination with each other or seperately. For example, just providing a “From” date will search from that date onwards, but adding a “To” date will search between the two dates provided.

Additional filter lines can be added to the filter by clicking the “ADD” button.

Each additional filter line is used in the overall filter in an “AND” way. For example, “status = active” AND “email = fred.bloggs@email.com”.

Any filter line can be removed by clicking the button against it.

Once the filter has been assembled as required it is applied by clicking the “APPLY” button.

To clear the filter click the “CLEAR FILTER” button.