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Saved Search

Saved Search are bank record filters that let users create and store custom criteria for quick and easy access

Updated over a month ago

Q1. How to enable Saved Search

  • Users can switch between regular search mode and saved search mode by clicking the search icon.

Q2. How do I create a Saved Search?

  • Switch to Saved Search mode > Add a New Search > Name your criteria > Select variables, conditions, and values

  • Run your criteria from the Saved Search field.

Q3. What filters can be used?

  • Supported filter criteria include:

    • Amount

    • Date

    • Description

    • Payee

    • Reference

  • Duplicate search filters are not allowed within the same saved search.

Q4. Can I apply multiple saved searches at once?

  • No, only one saved search can be applied at a time. To add more conditions, modify an existing saved search.

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