We know that your processes are unique, and we believe that we should adapt to your way of working - not the other way around.
No more repeated filter searches: you can now save your custom views and review the transactions you need in one click.
🤓 How does it work?
Go to the History section from your desktop app and click on Custom views.
You have access to three default views that you can edit or delete:
- Past month: access all transactions settled last month to export them in seconds
- Missing receipts: review all transactions without receipt and send reminders in one click
- To verify: ease your bookkeeping process by showing all transactions that have not been verified yet in one click
You can also create your own custom views reflecting your frequent searches. For example, if you'd like to quickly get transactions above €100:
- Click on Add a custom view
- Name your view (e.g. Expenses > €100)
- Select the criteria with the filters (e.g. Amount is greater than €100)
- Save changes
You can use up to 10 custom views. So, enjoy!
See you soon,
Your Qonto team
Accessible for all plans, only from desktop