Transactions Subpage
The filtering option provides a more advanced way of controlling what transactions are displayed in your accounting. The transaction page shows all transactions by default.
To filter the information in your accounting, go to the Accounting page and switch to the Transactions subpage.
The filter option allows you to filter information by:
Date
Client
Property and units
Transaction category/sub-category
Transaction status
Accounting type
Transaction tags
In the "Date" section, you can choose the ready-to-use options or enter your custom date range:
By clicking the "Clear all" button, you'll return to the default filter settings:
Balances Subpage
To filter balance information, open the Balances subpage. The filters allow you to filter balance information by:
Period (date ranges)
Property and units
Tenant type (active, archived)
Lease status
Transaction status
Recurring Subpage
In order to filter the list of recurring transactions, switch to the Recurring subpage. Here you may filter recurring information by:
Status
Date
Property and units
Client
Transaction category/sub-category
Tag
