The new transaction view includes advanced filters that provide more precise searches using criteria based on each type of accounting transaction.
With this update:
- Advanced filters allows multiple criteria to be combined to locate specific transactions. When filters are active, the button displays a counter showing how many are applied.
- General filters include Status, an Amount range, and text search within Reason, Description, or Observations.
- For Income and Expenses, filters include Category, with support for multiple selections, and Frequency, including one-time, daily, weekly, monthly, and yearly transactions.
- For Payrolls, transactions can be filtered by Worker and the Period associated with the payment.
- Filter groups that do not apply to the selected transaction type remain dimmed, making applicable options easier to identify.
- Apply applies the selected criteria, while Clear removes them.
- Applied filters are reflected across the list view, calendar view, and transaction counters, keeping results synchronized.
This enhancement provides more specific ways to review accounting transactions using criteria tailored to income, expenses, and payroll.