Filter transactions on either the open or posted tab to find payments to specific vendors, particular transaction types, and more.
In the top-left corner, click your ministry hub then Accounting. Then click .
- For open transactions, click in the Open tab.
- For posted transactions, click in the Posted tab.
- Enter the information that you want to filter, and click Filter.
- To erase all fields and start over, click Reset Filter.Tip:
Under the Transaction Type column, click the type you want to filter by, like Check or Deposit. This quick shortcut will display only transactions of that type.