Filter transactions within a dataset by supporting items, match items, specific fields, or entering a clause. The available field filters change based on the dataset you select.

After you have used global filters to filter transactions based on their Match Status, Match Type, Confidence, and Variance, filter them based on their data columns.

Supporting item filters

Filter transactions based on the supporting or support match items they have:

Filter optionDescription
AllView transactions with all support and support match items.
Has supportView transactions with support or support match items.
Has open supportView transactions with support or support match items that are in progress or unresolved.
Has closed supportView transactions with support or support match items that are matched and resolved.
Does not have supportView transactions without any support or support match items.

Field filters

Filter transactions based on their various data columns, such as Trans_Date, Trans_ID, Trans_Description, Description_Parsed, Ref_Number, Trans_Amount, Debit_Credit, Account_Desc, and Account_ID.

Filter optionDescription
AllView all entries.
Starts withView entries that start with a specific value.
Ends withView entries that end with a specific value.
ContainsView entries that contain a specific value.
Does not containView entries that don't contain a specific value.
BetweenView entries within a specified range.
=View entries that are exactly equal to a specific value.
<>View entries that aren't equal to a specific value.
EmptyView entries that are empty.
Not emptyView entries that aren't empty.

Add a clause

You can add SQL syntax clauses to filter the SELECT statement and apply additional filters. If the syntax is invalid, a message will display.

For string and date-type columns, enclose them in single quotations. Ensure the date format matches the specified format, such as 'MM/DD/YYY' for the date column. To get column names, select Select fields.

Example of a clause statement filter (case-insensitive):

(Amount > 500 AND Amount < 3000) AND (Date BETWEEN '09/18/2022' AND '09/21/2022')