Filtering your transactions
Learn how to filter your transactions.
Last updated
Learn how to filter your transactions.
Last updated
Filtering your transactions is essential for managing and reviewing transaction data efficiently. By applying various filter parameters, you can sort through potentially vast amounts of transaction information to locate specific records that meet your criteria. This process saves time and enhances accuracy and productivity when analyzing transaction histories.
Filtering your transactions helps you quickly find the specific information you need. By setting filter parameters, you can narrow your transaction list based on various criteria, such as date range, payee details, or currency. It allows for a more efficient and focused review of your transactions.
The following table lists the parameters you can define when you filter your transactions.
| Parameter | Definition |
|---|---|
Order ID | The unique identifier of the order. |
Payee ID | The unique identifier of the payee. |
Payee name | The name of the payee. |
Payer ID | The unique identifier of the payer. |
Payer name | The name of the payer. |
Transaction date range | The start and end date range for the transaction. |
Currency | A three-letter alphabetic ISO currency code. |
Filtering your transactions is a powerful feature that lets you quickly locate specific transactions from your list. You can streamline your transaction management process by applying various filter parameters such as date range, payee information, and currency details. It ensures you can focus on the most relevant data, making your financial reviews more efficient and effective.
Click Transactions in the left navigation. The Transaction page appears.
Click the Filter drop-down menu. The Filters dialog appears.
Complete all or some of the fields and click Apply. The Filter button displays how many changes you applied to the settings while on the page. The Filter settings return to their default settings when you leave the page. To clear the filter settings, click Filter and then click Clear.
