The Display Today feature provides a quick way to view the transactions that should be originated today. When selecting these transactions, the application takes into account the Non-Business Day List and the Category Configuration/Subcategory Definition settings Look Ahead Days Credit, Look Ahead Days Debit, and Before Non-Business Day. The Display Today command does not show transactions that have stale (old) effective dates, have effective dates too far in the future for today's origination, or have been marked as not active. While you are viewing today's transactions, you can easily edit them, if necessary, and begin the approval process by submitting them for verification.
Note: If applicable, when submitting transactions for verification, you may be required to enter collection total(s) for debits and/or credits in your collection. If this accuracy verification tool is enabled, the Enter Control Total(s) page will be displayed prior to the Transaction Summary page. The control and actual amount(s) must match in order for the submission process to continue.
If, for example, you have transactions in a category/subcategory that you do not want to originate, you can mark them as inactive using Quick Edit mode, choose Display Today from the transaction list page to see the transactions that are eligible for origination, and then submit those entries for verification. Remember to change the status back to active as necessary.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Click Display Today.
To return to the full transaction list, choose Transactions | <category/subcategory>.