View and Filter Transactions

Step 1

Go to the Financial Management area.

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Step 2

Select the banking institution.

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Step 3

Select the bank account.

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Step 4

In the Filters area, you can filter movements by Category or Subcategory, Tag or Keyword, Value Range, or Client/Supplier.

In Advanced Filters, you can also filter by Counterparties (manually confirmed, bank confirmed, suggested, and no counterparty), movements with or without notes/tags, movements with or without Batches, and also treated and untreated movements.

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By using the Filters to perform your search, you will find the movements you need quickly and simply.