Help Centre

How do I filter the transaction list?

ForLandlordsProperty managers

Who can do this

Anyone with View Accounting.

Where to find it

Accounting → Overview → Filters, and (organizations) the quick filters above the list.

Steps

  1. Click Filters.
  2. Set any of Categories (searchable), Status (Posted, Draft, Voided), Amount (a minimum and maximum) and Property.
  3. Click Apply filters. Use Clear all in the same dialog to remove every filter.
  4. Organizations: click All, PM transactions (your fees, overhead and bills) or Owner activity (owner-collected income, owner expenses, capital and financing) to scope the list.

What happens next

The list narrows, and the filters are kept in the page address, so a reload or a shared link keeps them. Voided entries are hidden unless you filter Status to Voided.

Good to know

Landlords have no quick filters.

Troubleshooting

"No transactions match" with a clear-filters link means the filters exclude everything; click it to reset.

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