Filter your transactions by type, status and approval, then save your filters as your default view so they apply every time you log in.
Filter transactions
You can filter transactions by Transaction type, Transaction status and Approval status. You can then save your selections as your default view.
Transaction type offers Card check, Purchase, Withdrawal, Refund, Top-up, Chargeback, Cashback, Wallet Debit, Wallet Transfer, SaaS fee, Purchase reversal, Refund reversal and Withdrawal reversal. Transaction status offers Completed, Pending, Declined and Reversed. Approval status offers Approved, Pending approval and Rejected.
Apply filters and save a default view
Select Transactions in the left sidebar.
Select Filters above the table.
Choose a filter, such as Transaction type, Transaction status or Approval status, and tick the values you want.
Select Apply. The list updates to match your selections.
To keep these filters every time you open Transactions, select Set as default.
The Filters panel also lets you filter by, for example, Merchant, Members, Teams, Card name and Last 4 digits. To remove your selections, select Clear filters.