File Number Field and Filter


We have added a new enhancement inside the transaction file which is the File Number field. When you are inside a transaction file, on the left-hand side under Transaction Details, you can now add the transaction’s file number. When you add a file number to your transactions and click Update at the top, you will now be able to search for the transaction by using the filter option at the top right corner of the screen and narrowing your search down to that specific file number.

If you have any questions, please feel free to email us at or call us at (305) 517-3836.