How to filter and find instructions
Use quick filters or advanced filters to narrow down the list of BPAY instructions.
Quick filters — status cards
- Click any status card at the top of the landing page to filter instantly to records in that status
- Click the same card again to reset
- Applied filters show the account currently being viewed
Advanced filters (More Filters) Steps:
- Click More Filters to open additional filtering options
- Apply filters to narrow the list by specific criteria (e.g. account, biller code, date range)
- Click Reset to clear all applied filters and return to the default view
💡 Tip: Use the Expiring Soon card to quickly find instructions with a biller code expiry approaching. Verify these records promptly so they don't lapse before processing.
Related:- How to Track Instruction Status — for what each status card represents