You can use the filter options at the top of your screen to quickly sort through transactions based on specific criteria.
Filter: By Date Range
To change the date range of the transactions you view, use the dropdown menu for dates.
Filter: By Transactions Description
To locate transactions that match specific keywords, enter your search terms into the 'Transaction Description' field.
Filter: By Transaction Type
You can use the dropdown menu labeled 'Transaction Type' to easily categorize transactions according to their specific types.
- All Transactions
- Asset Withdrawal
- Chargeback
- Customer Claims
- Equity Investment
- Equity Withdrawal
- Expense
- Liability Payments
- Loan Payments
- Loan Proceeds
- Other Income
- Other Receivables
- Payroll Charges
- Revenue
- Revenue Reversal
- Transfer
- Uncategorized Transactions
- Excluded
- Vendor Refunds
Filter: By Banking Account
You can use the drop-down menu to sort transactions by specific banking accounts.
Filter: By Amount
Use this filter to sort transactions by exact amount or by amount range.
Filter: By Transaction Nature
Use this filter to sort transactions based on whether they are 'Split Transactions', 'Manually Added', 'Duplicate Transactions', or 'Verified Transactions'.
Filter: By Documentation
This filter sorts transactions as 'Documented Transactions' or 'Undocumented Transactions' based on their supporting documentation status.
Filter: By QBO Push Status
This filter sorts transactions based on their status, including 'All', 'Pushed to QBO', 'Push to QBO Disabled', 'Push to QBO Pending', and 'Error in pushing to QBO'.
