Overview

As your transactions grows, you will need to filter your data to multiple list. In Dec 2024, we released a feature for you to Save List Views from Columns and/or Filters. 

To find Saved List Views, you look for the icon next to the column/action menu. This list icon is implemented globally in all tables. 

Save a List View

To enable the Save List View button to save a list, you will need to change either the Column and/or Filters. The button will be disable if your list is a duplicate from an existing list. 

When you Save a List View, you will need to provide a Name and determine if you want to share the list with others in your Account. Click Save when the required field is completed. 

The system will display the active list view in the table title. If you have multiple list views, the default list view will be in the below order if there is a list:

Default List View Order:

1. My View > first item on your list. Note: You can change the order by clicking Edits. 

2. Default > if there are no items in your My View list, the system will go to the first Default list. The default list is set by the system. 

3. Global table default view. If no list is setup, the system will go to the global default view. The global default view is set by the system.

Editing My List View

When you edit the My List views, you will be able to do the below. Make sure you click Save to apply the changes. If you click Cancel, the system will not save your settings. 

Sort List Order - drag the view name up or down the list to change the order of your list. 

Share - switch the share setting for your list. If you share a list, it will show under the Account Views. 

Action - you can delete a list. If you need to edit a list column or filter, you can do so by deleting the list and then creating a new list.