Saving Transaction Filters

Hi there,

We added a feature to your Transactions List to allow you to save your filter combinations to your Quick Filters list.

Once you select your filters, you'll click the new Save As Preset button in the bottom right of your filter options. Then you'll get a popup where you can give the filter combination a name of your choosing. Once you give a name and click the green Save button, it will be added to your list of Quick Filters above your filters drop down. When clicked, your quick filters will automatically select your filters.

If you have any questions please reach out to our team!