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Search/View a Transfer
The Transfers transfers grid displays existing transferstransfer transactions on file. You can search for existing transfers by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts by Tag Number. Click on 
to 
to generate a quick report CSV or EXCEL formatted spreadsheet based on what you filtered. Click on any row of the search results to see a highlight view of the record. Click the view icon 
to view a particular transfer. From there, you have the option to edit the transfer.
TIP: To find a specific value, you can enter the entire value. However, most columns will auto filter as you type, narrowing down your search to including your search criteria. For example, to find tag #190980, enter '19098' and it will display tag numbers between 190980 -190989 on the grid. Percentage symbol '%' can be used as a wildcard on most columns in the filter row. Less than < and/or greater than > symbols can also be used on numeric based or date columns in the filter row.
Use the More icon 
to add or remove columns from the grid.
Edit a Transfer
The date, new value and error adjustment are modifiable for transfers created in the current period. You cannot edit transfers in a closed period.
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If on GAAP, you will be restricted to deleting only transfers transactions created in the in an open and current period. You will not be able to delete a transfer transaction in a closed period.
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