Adding filter to the cash overview

Different types of filters available

• Date : allows you to filter your cash overview by date

• Accounts : allows you to filter your cash overview by accounts

• Currencies : allows you to filter your cash overview by currencies

Adding filter

1. Go to Home on Payflows

2. Click Add filter on on the date range (if you want to filter by date only) on the top of your screen

3. Choose your filter if you clicked Add filter : accounts, currencies

4. Choose your desired accounts, currencies or date range