Filter Expenses by Payee

Filter expenses by Payee to display expense entries associated with a specific payee.

 From the sidebar navigation, clickBusiness Tools, then Expenses.

1. From the Expenses toolbar, select the filter buttonthen choose Filter.
2. To select a date 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).
3. From the Payee drop-down, search and select the applicable payee.
4. From the toolbar, select the print buttonthen choose Print List.
5. In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF.
6. When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.

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Additional Information:

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