Bento has created a flexible and streamlined way to view your business transactions. Outlined below are the various ways that transactions can be filtered in Bento:
Filtering by date - Looking for a particular transaction that took place between certain dates? Select the quick date filter buttons on the left of the Transactions page to view transactions that took place in the past week, month, or year. You can also choose a custom start date and an end date from the calendar selector.
Filtering by transaction type - there are a couple transaction types that can occur, and the transaction filters provided give you the quick access to find the transactions you're looking for. Settled transactions are transactions that are complete, and the amounts of those transactions are final. Pending transactions are transactions that have been authorized for that amount, but the amount of the transaction may change once it is settled (e.g. restaurant bills where tip is later added). Declines are transactions that were unsuccessful, so no money movement has occurred, but it may be interesting to see where your employees are trying to spend money. Deposits are completed transfers that you've initiated into Bento.
Filtering by card - On the Transactions page, choose a card from the "Cards" filter menu. You can also filter from the main dashboard by clicking on the categorized bar next to the card name. This will give you a filtered view of that card's transactions by category.
Filtering by tag -Search tagged transactions by selecting a tag from the tag dropdown. You can also filter by multiple tags by simply selecting the desired tags from the dropdown list or using the 'Select All' option. Note that you must have already tagged transactions to be able to filter by tag. Tags can be created and managed using the Tag Manager listed under the Account icon in the upper right corner of your browser. For more information on tags, please see this article on Tags.
Filtering by category - Filtering by category allows you to locate transactions made in a certain spend category. For example, during tax time, you may need to know how much you've spent on transportation. With the spend category filter, now you can easily track down these expenses. You can filter by category on the Transactions page where you can select "Categories" from the Filters dropdown menu.
Filtering with Search - The search bar at the top of the Transactions page allows you to search all your transactions that match your search query. Any match made in a transaction's merchant name, tag, or card user will display as a result.
Filtering by Payment - Bento Payments are also listed in the Transactions page, and a filter allows you to search all payments issued, including those that have been settled, pending, or cancelled.