How to Filter Manual or CSV Transactions

Edited
  • On the Transaction Screen one of the filtering options is to filter transactions by Bank Account

  • The filter will list all of the bank accounts you have connected to Billroo, and at the bottom will have the option Manual and CSV Imports

  • Select this option to view only transactions you have manually entered or uploaded via CSV file

See a quick video demonstration of how to use this filter on the web version of Billroo here:

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