For accounting purposes, how do I sort by the payment method used for a transaction?

Financial reports can be sorted by the payment method used. Follow the steps below to learn how:

1. Go to Financial>Financial Summary.

2. On the ''I want to..." drop-down, select "Export">''Detailed CSV''.

3. Open the exported excel file in Google Sheets or Microsoft Excel and all payment types will be displayed under the "Description" column as shown below.

4. To sort the entries, you can apply a custom filter on "Description" column by first selecting the column and clicking on the "Filter" icon as shown in below image.

5. Once you have applied the filter, click on the drop-down arrow and select the entries by checking the box that corresponds to the data that you want to display in the column and click on the "OK" button. For this example, we are selecting the "Paid by Cash" entries only.

6. Only the "Paid by Cash" entries in the "Description" column are displayed.

That's it! If you have any questions, please contact us.