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How do I sort recipients?

Views: 1442 Created: 2017-05-08 11:52 Last Updated: 2018-07-16 13:23

SYMPTOM

How can I sort recipient information?

RESOLUTION

Procedure 1 (Searching for a recipient)

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. On left, above the list of recipients, click the column heading to sort the information by (ex: TIN, Name, Misc Search). To reverse the order, click the column heading again.
  4. The sorted results will appear on the left.
APPLIES TO

  • Current version of Yearli