This section explains how as a Fyler you can manage the columns visible to you in the Cards section of your dashboard. Follow the steps mentioned below to do so:
Click on the Cards tab on the left-hand panel of your dashboard.
2. Click on the Manage Columns button.
3. A pop-up menu shows the list of options available to customize the columns on your Cards window.
4. The options available are:
- Transaction Date: the date on which the transaction was made.
- Amount: the transaction amount.
- Transaction Details: the merchant with whom the transaction was made.
- Action: shows a button to individually classify each transaction.
- Updated On: the date on which the transaction was last interacted with.
- Foreign Amount: The amount spent by you in international currency
- Matched Expense: it shows whatever classification was made on the expense.
- Expense Details: it shows the merchant details
- Receipt: it shows if the transaction has a receipt attached or not.
- Created On: the date on which the transaction was recorded on Fyle.
- Card Number: Number of the Corporate Card assigned to you.
5. Select/Un-select any of the options and click on the Done button.
The columns can also be rearranged to the desired position by clicking and dragging the dotted symbol on the left of every option.
6. Your selected & arranged column will be displayed on your screen now.
This section explains how as a Fyler you can filter different transactions in the Cards section of your dashboard. Follow the steps mentioned below to do so:
Click on the Filter button on the top-left corner.
2. Each field will have a different criterion to filter on, based on the type of field.
The filters available are:
- Transaction Date: it filters those transactions which fall within a particular range of dates.
- Amount: it filters the transactions based on the amount.
- Updated On: it filters the transactions based on when they were last updated.
- Created On: it filters those transactions which are created within a particular date.
- Auto Matched: it filters those transactions which have been auto-matched with existing CCC expenses by the system.
- Receipts Attached: it filters the transactions based on the attachment of receipts.
- Credit Transaction: it filters the transactions based on if they are credit transactions.
- Card Number: it filters the transactions based on the number of the Corporate Credit Card that was used to pay for the expense.
3. You can add more filters by clicking on the Add Filter button.
4. You also have the option of adding sub-filters within filters by clicking on the Expand button.
5. Now you can define extra conditions within the same filter. Subsequent sub-filters can be added by clicking on the Add Sub-Filter button.
