< Voltar ao Help Center

View and filter movements

Features

How to use

Step 1

Access the Financial Management area.

Step 2

Select the banking institution.

Step 3

Select bank account.

Step 4

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

In Advanced Filters , you can also filter by Counterparties (manually confirmed, bank confirmed, suggested and without counterparty), movements with or without note/tag, movements with or without Batches and also processed and unprocessed movements.

By using the Filters to carry out your search, you can find the moves you need quickly and easily.

< Voltar ao Help Center