Having the ability to search your transactions in-app means that you can keep on top of checking to see if a client has paid you, or if you’ve paid an invoice to a supplier.

It’s very easy to do so: from the ‘Transactions’ tab in-app, tap on the magnifying glass icon in the top right corner of your screen.

  • You’ll then be given the option to type the name of the merchant or client you’d like to search your business transactions for.

  • Tap ‘Search’ once you’ve entered it here and you’ll see a list of all the transactions for that merchant or client!

This is a handy way to quickly find transactions with any of the suppliers or clients that you work with.

If you’d like to find out more about transactions, here our most popular articles:

How to Attach Receipts to My Transactions

Applying VAT to a Transaction

How to Categorise My Transactions

How to Split a Transaction
How to Categorise Transactions in Bulk

If you have any questions about this, you can always reach the team via the in-app chat, or on [email protected]. See more about our support hours here.

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