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Account Admin: Filtering Transactions

The transaction filtering feature allows you to view and manage specific sets of transactions based on various criteria. This feature is essential for analyzing spending patterns, tracking expenses, and ensuring the accuracy of financial records.

Note: The filtering feature is available in Wallet and My Cards.

Go to Transactions.
Click on Filter.
Select filtering criteria (such as user, department, receipt, tag, type, status, or amount.)
View the filtered transactions.

To export the transactions, click on Export button

Updated on: 18/09/2025

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