The easiest way to shorten your action list inside Smile Advantage Dashboard
The Transactions screen includes powerful filters that help you immediately narrow down your list of payments to only the items that need your attention. Instead of scrolling through long histories of transactions, you can use filters to instantly surface the most important items — failed payments, unposted payments, or anything requiring follow-up.
These filters are one of the fastest ways to stay organized.
Status, Ledger, and Date Range Filters: All Located at the Top of Your Transactions Screen
- Navigate to the top of your dashboard and click on ‘Payments‘ then ‘All Transactions‘.
- On this screen, just above your transaction list, is the Select a Date Range filter. This tool lets you instantly limit your list to a specific time frame.
- To the top right of your transaction list, you’ll see two filter dropdowns — Status and Ledger.
- These filter dropdowns allow you to instantly narrow your view to only the payments that require attention. From here, you can filter by outcome (Failed, Pending, Complete) or by posting status (Posted, Not Posted) with a single click.
Status Filters
The Status dropdown lets you view only transactions with a specific outcome:
- Failed – quickly surfaces declines, expired cards, or renewal failures
- Complete – see successful payments only
- Pending – monitor transactions that have not yet finalized
- Refunded – view completed refunds at a glance
- Canceled – transactions canceled prior to completion
Why this helps
Selecting Failed is especially useful — it instantly trims your list down to only the payments needing follow-up, instead of hunting for red text in a long transaction history.
Ledger Filters
The Ledger filter allows you to view transactions based on whether they were posted back to your practice management system.
Not Posted – shows only the payments still waiting to be sent to the ledger
Posted – shows completed ledger entries
Why this helps
Filtering by Not Posted gives you a ready-made checklist for end-of-day or end-of-week review. You’ll see only the items that still require action.
A Quick Workflow That Practices Love
By combining these filters — Status, Ledger, and even the date range picker — you can quickly reduce thousands of transactions into a small, actionable list.
Most practices use this flow:
Status → Failed
Resolve card declines or expired payments
Ledger → Not Posted
Post remaining payments to your PMS
Date Range → Today / This Week
Verify everything looks clean
This turns a large, overwhelming transaction screen into a simple checklist you can clear in minutes.
For further assistance or queries, feel free to contact the support team at [email protected].
Stay informed and manage your transactions effectively!