Sorting and Filtering Transactions

You can sort and filter Transactions, as well as Trips, Reservations, and Documents into a variety of categories. You can also filter a number of lists of items by a variety of specific details on the item.

To Filter and Sort by specific categories

1. Tap the Filter button (three stacked horizontal lines) on the top right of the toolbar.
2. Select the types of items you wish to see on your list (Recent Transactions, Upcoming Transactions, etc.)
3. Select the way you wish for them to be sorted (Sort Oldest First, Sort Newest First, etc.).

To Filter by various keywords

1. Tap the Search field right below the top toolbar.
2. Type in any details that match the items you wish to see (names, Transaction amounts, memos, etc.).

Delete the text inside the Search field to reset the filter to default.