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Using Billroo
Managing Transactions

Searching/Filtering Features

How To Export Transactions to Excel or Google Sheet
Exporting your transactions is a straightforward process. Follow the simple steps below to get your selected transactions in a CSV format. To export t...
How to View More Than 50 Transactions
To view your transactions, please follow these steps: Go to the Overview tab. Select the date range for the transactions you want to view. Navigate ...
How to Filter Manual or CSV Transactions by Date (Workaround)
Here is a tutorial on how to do this   https://www.loom.com/share/a468425da1e34cb387212e258cef1254?sid=420b4009-750c-44b1-b415-7e916327357a
How to Filter Transactions Uploaded via CSV Upload
Here’s how you can filter transactions to show only CSV uploads: Log in to your Billroo account. Go to the 'Transactions' page: https://app.billroo.c...
How to Use the Search Functionality in Billroo
Billroo’s search functionality allows you to quickly locate specific transactions using descriptions and tags. This feature is especially useful when ...
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