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.