Company Funding Entries
The Company Accounting Funding Entries page will give you a full list of Funding Entries for all Customers.
Funding Entries List
By default, you will see a list sorted by ID. The most recent Funding Entry will be at the top of the list. Note: You can change the sort by clicking on the arrows next to the column header.
Filters
In the Filters section you can select as many filters as you like to update the list.
Status Is
The dropdown options will show all the available statuses. You can select as many statuses as you like to show funding entries with those statuses.
Status is Not
The dropdown options will show all the available statuses. You can select as many statuses as you like to show funding entries that do not have those statuses.
Funding Outcome
The dropdown options will show all the available outcomes. You can select as many outcomes as you like to show funding entries with those outcomes.
Date Added
Select one day or a date range to filter the list down.
Open/Edit a Funding Entry from Company List
You can view and edit funding entries right from here. Click on the row of any funding entry to view the full entry and make any changes.
View Customer Details
You can hover over the Customer's name to see the Customer preview. On this preview you can select See Customer Record to go directly to the Customer's record.