Filtering your transactions helps you get to what matters faster. You can narrow down results by type, status, approval, and more. Once you find the view you like, save it as your default so it’s ready every time you log in.
Filtering Transactions
You can filter transactions based on:
Transaction type (e.g., card, reimbursement, cash)
Status (e.g., pending, approved, declined)
Approval state (e.g., awaiting, completed)
Other criteria depending on your needs
Steps to Apply Filters
Click the Filters button at the top of your transactions page.
Select the filters you want to apply (transaction type, status, approval, etc.).
Your list will instantly update to match your selections.
Save as Default View
If you always want to see transactions in a specific way, you can save your filter settings:
After applying your filters, click Set as Default.
Your chosen filters will automatically appear each time you open the transactions page.
Pemo Power Tip: You can change or clear your default filters anytime by resetting them.