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Hi
I was wondering if there was a way to filter / sort bank account transactions by date or if this was on the 'to do' list? So if I wanted to see my most recent transactions first I could click on the 'Date' heading and re order the bank account to view most recent transactions instead of seeing my old ones first.
Can Bank Account transactions be filtered / sorted by date?
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Hi Matthew,
Thanks for contacting us today.
You have 2 options, the first is to change the dates in the URL when viewing the bank transactions or you can export your data and this will drop everything into an Excel spreadsheet with a tab dedicated to bank transactions where you can filter easily.
I hope this helps.
Kind regards,
CharissaComment -
EMPLOYEE
