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Filtering by customer

KB_SS1KB_SS1 Member Posts: 3

I'm new to Wave but have looked everywhere and can't seem to find a way to filter receipts by customer. I have employees who bulk enter their travel receipts. I need to pull them up by customer in order to bill for reimbursement. Am I missing something?

in Sales & Invoicing Feature Ideas

Comments

  • ZoeCZoeC Member Posts: 388 admin

    Hey @KB_SS1! First off, welcome to Wave! I really hope you're enjoying things so far :smile:

    You are correct, there is no way to search your receipts by customer. You can however head to your Transactions page under the Accounting tab and filter this by expense transactions, which all of your uploaded receipts will have, you can filter by the account the expense was categorized to and the date range! I hope this helps :smile:

  • KB_SS1KB_SS1 Member Posts: 3

    Thanks, but no, it doesn't help me search by customer, which is what I need.

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