You can view specific transactions during a certain date range or view specific account transactions by creating a transaction filter.
There are many examples of why you might want to use a filter. For example, you might want to view all transactions that were entered during a specific date range (e.g., between April 1 and April 15) that does not exactly match a standard week, month or other period. Or you might want to view all the transactions that were entered for a group of accounts during the current month.
Once you create a filter, you can save it for future use.
A filter can be comprised of any or all of the following criterion.
- Date: This option allows you to search for transactions processed during a specific date and time range. It is required for all filters.
- Account: This option allows you search for transactions that have been processed against a specific account or accounts.
If you need further assistance, please use the Contact Us options below.
UPDATED: 18 May 2021