Credit Card Activity Filters

To access credit card account filters on the Credit card activity page, under Payables, select Filters. Filters make locating credit card transactions easier and faster, and are also useful in creating specific lists of credit card transactions. For example, you can create a list based on personal expenses or charges.

Available credit card activity filters:

  • Date (Transaction date)

  • Cardholder

  • Merchant

  • Ignored transactions

  • Transaction type (Charge, Credit, or Personal expense)

  • Status

  • History

After you set your filters, select Apply filters. To clear your filters, select Clear all filters.