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Account Admin: Filtering Transactions

Updated over 10 months ago

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.

1. Go to Transactions.

2. Click on Filter.

3. Select Filtering Criteria:

* Choose the criteria you want to filter by, such as user, department, receipt, tag, type, status, or amount.

4. View the filtered transactions.

5. To export the transactions, click on "Export."

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