How do I save custom views when managing expenses?
Instantly save and re-run your tailored transaction data at any time, complete with your selected filters and fields. Ideal for reconciling separate projects or departments on a regular basis.
- Start by customising your transaction data to your specific requirements.
- Then, click ‘Start view’ in the top-right of the screen.
- Select ‘Save view’ from the dropdown menu.
- Enter a name for your report and click ‘Save’.
You can save as many views as needed and access them from this dropdown at any time.
