Filtering Your Expense Data

Quickly find the expense records you need using flexible date-based filters.

Fynlo’s filtering feature helps you easily narrow down your expense list by date, making it faster to locate specific transactions or prepare reports.

How to Filter Expenses by Payment Date

Step 1: From the Fynlo Dashboard, click on Expenses in the left-hand menu to view your full list of expense records.

Step 2: At the top right corner of the expense table, click the Filter button.

Step 3: Set Your Filter Criteria

A filter panel will appear where you can specify:

• Payment Date Start

• Payment Date End

Fynlo will display all expenses that fall within this date range.

Step 4: Hide the Filter Panel

Once filters are applied:

• The Filter button changes to Hide Filter

• Click Hide Filter to close the panel and view your filtered results

• To reset the filter and show all expenses again, click Hide Filter, then Filter to clear the dates

✅ Why Use Filters?

• Focus on a specific time period (e.g., monthly or quarterly expenses)

• Prepare reports for audits or tax filing

• Speed up reviews and reconciliations