The filtering option provides a more advanced way of controlling what transactions are displayed in your accounting. The Transactions page shows all transactions for the current month by default.
To filter the information in your accounting, go to the Transactions page from the Financials left-side menu.
You can filter invoices by using the quick buttons - All, Open, Partial, Overdue, and Void - to display only the selected status.
The filter option allows you to filter information by:
Date
Client
Property and units
Transaction category/sub-category
Amount
Transaction status
Accounting type
Transaction tags
In the Date filter presets, 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:
For better visuality, you can switch between compact and expanded view:
Revenues page
To see the income invoices information, open the Revenues page. You can switch between Invoices, Payments, Recurring, and Refunds tabs from here.
Each tab/page can be filtered separately.
The filters allow you to select the following options and use quick buttons for transaction statuses:
Date
Client
Property and units
Transaction category/sub-category
Amount
Accounting type
Tag
Expenses page
If you would like to see all expenses at once, open the Expenses page. You can check the Invoices, Payments, and Recurring tabs.
Here, you may filter the data by the same filters as the previous pages and use quick buttons for transaction statuses:
Date
Client
Property and units
Transaction category/sub-category
Amount
Accounting type
Tag
