Filter Expenses by Date Range

By default, entries dated in the current year are visible in Expenses. Follow the steps below to filter and view expense entries for a different timeframe. 

1. From the sidebar navigation, clickBusiness Tools, then Expenses.
2. From the Expenses toolbar click, then select Filter.
3. From the Date Range drop-down, select one of the quick range options (or choose Custom to enter a Start and End Date, then click OK).
4. To preview, from the toolbar, click and select Print List.
5. From the print preview form, click to print, or if using a mobile device, click to export and save as another file type such as PDF.
6. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Expenses Overview
• Find and Edit or Delete an Expense Entry
• Create, Edit, or Delete Recurring Expenses
• Close Year-End & Run Tax Reports