How to Use Search and Filter in Transactions Page

Modified on Fri, 19 Jan 2024 at 02:23 AM

The Jack platform offers powerful search and filtering options in the Transactions page, allowing you to conveniently sort and view specific sets of transactions based on various criteria. You can combine all of the filters provided to make finding transactions easier for you. This article provides an overview of the eleven available filters and explains how you can utilize them to streamline your transaction management.

Table of Contents

1. Search by Keywords:

The search bar is located on the leftmost side of the filter section. You can find a transaction by typing the related keywords for that particular transaction. For example, you can search it by typing the description, amount, source account or reference number.

2. Type

The "Type" filter categorizes transactions based on the product or module they are associated with. With this filter, you can quickly narrow down transactions to a specific product (Local Transfer, International Transfer, Payroll, Bill Payment, Reimbursement, Virtual Account, Between Jack) or activity (Top up, Withdrawal, Refund), making it easier to focus on relevant information.

3. Date

The "Date" filter enables you to specify the timeframe for transactions based on their creation date. You can choose predefined options such as the last 7 days, 30 days, or 90 days. Additionally, you have the flexibility to customize the date range by specifying the start and end date, allowing you to retrieve transaction data within specific timeframes.

4. Team

The "Team" filter allows you to filter transactions based on the teams responsible for creating them. You can find this filter in the Company transactions tab, if you have either Business Owner, Admin or Bookkeeper role. By selecting a specific team from the provided options, you can narrow down the transaction view to those associated with that particular team, providing a more targeted view of relevant transactions.

5. Status

The "Status" filter enables you to filter transactions based on their current state. Whether you are looking for completed transactions, pending approvals, drafts, or any other specific status, this filter allows you to quickly identify transactions based on their progress. You can find more in this article.

6. Source Account

The "Source Payment" filter allows you to filter transactions based on the payment method used. You can choose from options such as the main balance, direct payment, cards, e-wallets, or refund transactions, ensuring that you can focus on specific payment types that are relevant to your needs.

7. Cards

If you specifically want to filter transactions made using a particular card, the "Card" filter comes in handy. Based on the role, if you are:

  • An Employee: you can only see your own card transactions.

  • Manager of a team: you can see your team card transactions (see here to learn more about Manager role).

  • Business OwnerAdmin or Bookkeeper: you can see all card transactions made within your company account.

By selecting a specific card from the provided options, you can narrow down the transaction view to those associated with the selected card, simplifying the analysis and tracking of card-based transactions.

8. Amount

The "Amount" filter provides two parameters for filtering transactions based on their monetary value. Firstly, you can specify the direction as "out" or "in." "Out" denotes transactions where you made a payment, while "In" represents transactions where you received funds into your main balance, such as top-ups or refunds. You can also filter transactions based on the amount range whether it is Equal to, Minimum Amount and Maximum Amount.

9. Created By

The "Created by" filter lets you search for transactions based on the individuals who created or drafted them. You can find this filter in the:

  • Team Transactions tab: if you are a Manager of a team (see here to learn more about Manager role).

  • Company Transactions tab: if you are either Business, Admin or Bookkeeper.

Employee roles can not see this filter since all transactions shown in their portal are their transactions only.

By selecting a specific user, you can easily identify transactions associated with their activity.

10. Categories

The "Categories" feature is like putting each transaction into its own labeled bucket, such as travel expenses or office supplies. This helps you quickly sort and review transactions to ensure they're for the right purposes. Plus, you have the freedom to customize your company's categories. Learn more about managing your company's categories here. If you don't see this option, your company might have disabled it. To activate it, follow this guide.

11. Attachment

The "Attachment" filter allows you to filter transactions based on whether they have attachments or not. This filter is particularly useful when you want to focus on transactions with supporting documents or attachments, streamlining your search process for specific transaction records.

By utilizing the filtering options available in the Jack platform's transaction page, you can efficiently navigate and manage your financial activities. These filters enable you to narrow down transaction views based on type, date, team, status, source payment, cards, e-wallets, amount, and attachment presence, providing a tailored and organized experience for effective transaction management.

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