Saved filters - List views

Wishlist
1

It would be great to have the ability to save filters (list views) in the transactions screen.

2

Thanks for your post. I’d love to understand how this would help. Can you describe how you would use saved filters and the workflow for which you would use this? With a bit more information, I’m happy to share the use case over to my team.

3

Hi Lauren,

Yes, here are some ways I would use it.

  1. Reporting expenses - I have an employee I need to report on their quarterly transactions. I have to filter that info each time I want to pull the transactions.
  2. Unsynced transactions - Sometimes, I approve a transaction but forget to click “Ready.” I use a filter for Unsynced Transactions to double-check any approved but unsynced transactions.
  3. Pending vs Cleared - I like to review “pending” transactions, and a saved filter would be helpful.
4

Thank you so much, that’s helpful! I have passed this along to the appropriate team internally.