Managing bank transactions is important for keeping track of your finances in your Business Finance Assistant account. This guide will show you how to easily sort, filter, and search for transactions, helping you stay organised and find what you need quickly.
1. Sorting Transactions:
- Go to the Bank Transactions page.
- Click on the DATE column to see the newest transactions first.
- This helps you easily find recent transactions that you may need to review or update.
2. Filtering Transactions:
- Beside the Date, you'll see a downward arrow. Click on it.
- Make sure your transactions are in 'Edit' mode.
- This allows you to use filters to narrow down the transactions you see.
- You can filter by things like "All incoming/outgoing transactions", "All without category", "All without supplier/customer", or "All confirmed," etc., to focus on specific transactions.
3. Selecting Multiple Transactions:
- To update several transactions simultaneously, use the checkboxes on the left side of each transaction line.
- This lets you make changes to multiple transactions simultaneously, saving you time and effort.
4. Searching for Transactions:
- If you're looking for a specific transaction, you can use the 'Search bar'.
- Type in keywords like the transaction description or amount.
- Press 'Enter' to search.
- This helps you quickly find the transaction you're looking for without scrolling through all your transactions.
By following these simple steps to sort, filter, and search for bank transactions in your Business Finance Assistant account, you can better manage your finances and easily find the information you need.