Transactions Tab - General Use

Modified on Fri, 16 Oct 2020 at 04:45 PM

Navigate to the 'Transactions' tab


In This Article:


Search Transactions - search by merchant, user, or amount.




Sort and Filter Transactions - There are several ways to sort and filter your transactions.


  • On the left, you can filter by All Transactions, Needs Attention, Refunds, etc.
  • You can also click the column headers to sort through your transactions.


Click the Filters + button next to search allows you to filter by Date Range, GL Account, and/or Card.





Expand Transaction Details


Click the transaction you wish expand


A pop up on the right side will show more details.



Export Transactions


You can export your transactions two ways.


You can export a single transaction by clicking the three dots in the transaction line. A menu will show Export.



Export all transactions by clicking

A CSV file will download. 


SAMPLE



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