There are plenty of reasons to take a closer look at your business’ transactions. You might be concerned about an employee’s use of one of your business credit cards, or maybe you just want to see if your company spends too much on office supplies.
No matter what the reason is, here’s how you sort and filter your transactions.
From the dashboard, click “Bank Accounts & Transactions.”
Next, bring up all of your transactions by selecting “All Transactions.”
This tab allows you to sort your transactions by date, description, category, dimension, or amount. You can also find individual transactions by clicking “Show Filters.”
Here, you can select your desired filters. Note the “Only” feature that appears when you hover over an individual category. Clicking this will isolate that category, allowing you to narrow your focus.
When you’re done selecting your filters, click “Submit Filters.” If you’d like to view all of your transactions again, click “Reset Filters.” Otherwise the filter will reset automatically if you navigate away from this page.