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.

  1. Start by customising your transaction data to your specific requirements.
  2. Then, click ‘Start view’ in the top-right of the screen.
  3. Select ‘Save view’ from the dropdown menu.
  4. 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.

Screenshot 2023-06-19 172951

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