Search Bar & Filters

From the transactions tab, you can search for transactions by:

• Transaction name

• Date

• Category title

• Value

• Client name (for income)

• Vendor name (for expenses)

Clear the search term by tapping the "X" on the right side of the search bar.

From the transactions tab, you can search for transactions by:

• Transaction name

• Date

• Category title

• Payment Method

• Value

• Vendor name (for expenses)

• Report name

Clear the search term by tapping the "X" on the right side of the search bar.

Under the search bar, you will see a horizontal list of filter options. Scroll through this list and tap the filter to sort your transactions by:

• User: Filter for transactions added by team members

• Report: Filter for transactions within a specified report

• Category: Filter by expense category

• Payment Method: Filter by cash, linked bank accounts, or added payment methods

• Income Type: Filter by income category

• Client: Filter income by assigned client

• Attachment: Filter for transactions that have an attachment added (eg. a scanned receipt or uploaded photo)

1. Open the web app

2. Click on “Transactions”

3. Click on the funnel icon

You can sort your transactions by:

• Date

• To/From (Vendor)

• Category

• Created By

• Account

• Reports

• Amount

• Receipt