Transactions Tab - General Use

Modified on Fri, Oct 16, 2020 at 4:45 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. 


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