Filter purchases paid by which bank account

Support
1

Hi all,
Is there a quick way to find only the purchases paid for from a specific bank account? I want to find all purchases paid for by my expenses account (a DLA)?
Thanks :slight_smile:

2

Hello @madbilly

You could export the Purchases > Payments screen and filter by the bank or you could run a backup which gives you a csv of all the bank transactions.

3

Hi @QFSteve,

Thanks for the tip, I’ve barely used that payments screen so didn’t think of it. In the end I’ve used the backup CSVs and had to combine them with a VLOOKUP, which is do-able but a bit of a hassle. It would be much easier if there was a way to filter this within the web-app, because then I would be able to select and tag entries in bulk within the web-app, whereas working in an export I can’t easily bulk tag the entries I want in the web-app.

Cheers :slight_smile: