Enhanced Date Filters for Transactions

Enhanced Date Filters for Transactions: Simplifying Your Expense Tracking

We are excited to announce an improvement to our transaction table that will make managing your expenses even easier. Our new and improved Date filters now include common and useful shortcuts, providing greater flexibility and efficiency in tracking your transactions.

What’s New?

With the enhanced Date filters, you can now:

• Use Common Shortcuts: Quickly filter transactions using shortcuts like Current Day, Previous Day, Current Month, Previous Month, Current Quarter, Previous Quarter, Current Year, Previous Year, Current Financial Year and Previous Financial Year
• Streamline Searches: Easily find the transactions you need without manually entering date ranges.

Key Features

1. Current Day & Previous Day: Instantly filter transactions for today or yesterday.
2. Current & Previous Month: View transactions for the current or last month with a single click.
3. Current & Previous Quarter: Quickly access transactions from this quarter or the last.
4. Calendar Year: Filter transactions for the entire calendar year to date.
5. Financial Year: Easily track expenses for your financial year, customised to your fiscal calendar.

Benefits

• Increased Efficiency: Save time by using predefined date shortcuts instead of manually entering date ranges.
• Improved Accuracy: Ensure you’re looking at the correct time periods with reliable, consistent date filters.
• Enhanced Usability: Enjoy a more user-friendly experience with intuitive and accessible date filter options.

How It Works

1. Access Transaction Table: Log in to your account and navigate to the 'Spend Management' section on the top navigation bar.
2. Navigate to Transactions: Click on 'Transactions' to open the transaction table.
3. Select Date Filter: Click on the Filter button and select Date to view the new shortcuts.
4. Choose Shortcut: Select the desired shortcut (e.g., Current Month, Previous Quarter) to instantly filter your transactions.

Our support team is available to assist with any questions or concerns.

We are committed to continuously improving our platform to better serve your needs. This update is designed to make expense tracking simpler and more efficient, allowing you to focus on what matters most.

Try the new Date filters today and experience a more streamlined approach to managing your transactions!

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