Credit Card Activity Filters

To access credit card account filters, select Filter from the action bar on the Credit card activity page. These filters make locating credit card transactions easier and faster, and are also useful in creating specific lists of credit card transactions. For example, you can create a list based on credits or charges.

Available expense filters:

Transaction

• Date (Transaction date)

• Merchant

• Transaction type (Charge, Credit, Personal expense)

• Status (Open, Submitted, In progress, Rejected, Approved, Recorded)

Attachments

• Show all

• Show only transactions with attachments

• Exclude transactions with attachments

History

• Date last changed

• Last changed by user

• Date created

• Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.