Transaction Filters to Streamline Your Workflow

Topic

Transactions

For

Front Office Team

Read Time

~3 minutes

The Transactions screen includes filters that help you narrow down your list of payments to only the items that need attention. Instead of scrolling through long histories, you can use filters to surface the most important items: failed payments, unposted payments, or anything requiring follow-up.

Where the filters live

The Status, Ledger, and date range filters are all at the top of your Transactions screen.

1. At the top of your dashboard, click Payments, then All Transactions.
2. Just above your transaction list is the Select a Date Range filter, which limits your list to a specific time frame.
3. To the top right of your transaction list are two filter dropdowns: Status and Ledger. These narrow your view to only the payments that require attention.

Status filters

The Status dropdown lets you view only transactions with a specific outcome:

• Failed - surfaces declines, expired cards, or renewal failures
• Complete - successful payments only
• Pending - transactions that have not yet finalized
• Refunded - completed refunds at a glance
• Canceled - transactions canceled prior to completion

Selecting Failed is especially useful: it trims your list down to only the payments needing follow-up, instead of hunting for red text in a long transaction history.

Ledger filters

The Ledger filter shows transactions based on whether they were posted back to your practice management system.

• Not Posted - payments still waiting to be sent to the ledger
• Posted - completed ledger entries

Filtering by Not Posted gives you a ready-made checklist for end-of-day or end-of-week review. For more on posting payments, see Tracking Payments with Ledger Assist.

A quick workflow

By combining these filters, you can reduce thousands of transactions into a small, actionable list. Most practices use this flow:

1. Status → Failed. Resolve card declines or expired payments.
2. Ledger → Not Posted. Post remaining payments to your PMS.
3. Date Range → Today / This Week. Verify everything looks clean.