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How to create a custom view
Updated over 6 months ago

If you would like to set up a custom view on your transactions page you can do this by:

  1. Select green lettering next to the current view and click Create new.

  2. Enter the name for the specific filter view and set up the headline filter.

  3. Select the status you would like to see and add filters as needed.

Once the Save button is clicked the new view will become available at the drop-down list. If you would like to edit the settings of the view you just need to select Edit view.

From now on, you can also select a pre-listing option when filtering transaction statuses.

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