How to Filter Transactions?
Sequence > Left Navigation Bar > Banking > Accounts
- Follow the above-mentioned workflow to land on the My bank accounts grid.
- Click the account you want to filter the transactions for. Doing so opens the transactions grid for the selected bank account.
- Click the filter icon. Doing so reveals the available filters.
- Using these filters, you can filter grid data on the basis of a specific keyword, date range, and transaction range.
- In case you do not want to include withdrawals, unmark the Withdrawals checkbox.
- In case you do not want to include deposits, unmark the Deposits checkbox.