--- title: Customer filter settings description: How to filter the list of customers on the Customers page of your Rotessa account --- [Skip to content](https://support.rotessa.com/customer-filter-settings#main-content) [![Rotessa\_logo\_full\_bright\_blue\_resized-1](https://support.rotessa.com/hs-fs/hubfs/Rotessa_logo_full_bright_blue_resized-1.png?width=220&height=41&name=Rotessa_logo_full_bright_blue_resized-1.png)](https://rotessa.com/) Open main navigation Close main navigation - - [More Support](https://support.rotessa.com/kb-tickets/new) [More Support](https://support.rotessa.com/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Rotessa Support Docs](https://support.rotessa.com/?hsLang=en) 2. [Customers](https://support.rotessa.com/customers?hsLang=en) 3. [Customer information](https://support.rotessa.com/customers?hsLang=en#customer-information) November 20, 2024 # Customer filter settings ### Action required The **Action required** quick filter shows all of your customers that require more information before you can schedule their transactions. ### Ready for transactions The **Ready for transactions** quick filter shows all of your customers that are available to schedule and process transactions. ### All filters Select **All filters** to view your customers through several criteria: ### Archived **Active**: Customers that are available for you to collect authorizations, verification, and ultimately schedule transactions. **Archived**: Customers that you have [archived](https://support.rotessa.com/archive-customers?hsLang=en) and are not immediately shown in your customer list. ### Authorization status **Authorization complete**: Customers that have completed an [authorization](https://support.rotessa.com/overview-of-authorizations?hsLang=en) form in Rotessa. **Authorization pending**: Customers that have been sent an email authorization request but have yet to complete the authorization. **Authorization failed**: Customers that have been sent an email authorization request but the authorization failed. ### Authorization type **In-person authorization**: Customers that have completed an in-person [authorization type](https://support.rotessa.com/authorization-type?hsLang=en). **Online authorization**: Customers that have completed an online authorization. **Rotessa authorization**: Customers that have completed an authorization through one of [Rotessa's authorization tools](https://support.rotessa.com/rotessas-authorization-tools?hsLang=en). ### Bank verification status **Bank verification complete**: Customers that have successfully completed either [instant bank verification](https://support.rotessa.com/instant-bank-verification?hsLang=en) or [microdeposit verification](https://support.rotessa.com/microdeposit-verification?hsLang=en). **Microdeposits pending**: Customers that have been sent a microdeposit verification and have yet to complete the verification. **Microdeposits failed**: Customers that have failed microdeposit verification. **Instant Bank Verification pending**: Customers that have been requested, but have yet to complete instant bank verification. **Instant Bank Verification failed**: Customers that have failed to complete instant bank verification. ### Integration Status **Connected to Integration**: Customers that have been connected to Rotessa from QuickBooks Online or Xero. **Connected to Integration auto import invoices on**: Customers that have been connected to Rotessa from QuickBooks Online or Xero that have [automatic invoice import](https://support.rotessa.com/automatic-invoice-import?hsLang=en) enabled. **Connected to Integration auto import invoices off**: Customers that have been connected to Rotessa from QuickBooks Online or Xero that don't have automatic invoice import enabled. **Connected to Integration auto update customer on**: Customers that have been connected to Rotessa from QuickBooks Online or Xero that have [automatic customer update](https://support.rotessa.com/automatic-customer-update?hsLang=en) enabled. **Connected to Integration auto update customer off**: Customers that have been connected to Rotessa from QuickBooks Online or Xero that don't have automatic customer update enabled. - 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