Filter Expenses by Payee

Follow the steps below to filter and show expense entries for a specific Payee. 

1. From the sidebar navigation, clickBusiness Tools, then Expenses.
2. From the Expenses toolbar click, then select Filter.
3. By default, applicable entries entered in the current year will be shown. To select a different range, 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. From the Payee drop-down, search and select the applicable payee.
5. To print, from the toolbar, click and select Print List.
6. From the print preview form, click to print, or click to export and save as another file type such as PDF.
7. When finished, to clear any filters that may be set, click , then select Clear Filter.

Auto-Fill by Payee

If Auto-Fill by Payee is selected, when a previously used Payee is selected with a new entry, the information last entered appears and can be used and adjusted.

Note: Changing the information does not edit the previously added entry.

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Additional Information:

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