Transactions
Open the Transactions page.
Use search for counterpart names, references, or amounts.
Filter by IBAN, currency, or exclude a currency.
Set minimum and maximum amounts if you need a range.
Filter by execution date start and end to narrow the period.
Combine filters, such as assignee plus date, to isolate a work queue.
Search also matches the integer part of the amount, not just the full decimal.
Open the transaction list controls.
Choose sorting by execution date or amount.
Pick ascending or descending order.
Keep your filters in place while changing sort order.
Sorting changes the order of the current filtered results only.
Select one or more assigned users to show only their transactions.
Choose the unassigned filter to show items without an owner.
Use the assignee filter together with date or currency filters for review batches.
The assignee filter works with the same user IDs used in transaction assignment.
Open the transaction and find the assignee field.
Choose a user from the list of approval candidates.
Search users if the list is long.
Select Unassigned to remove the owner.
Wait for the update to save before changing pages or refreshing.
The user list is limited to approval candidates, so not every organisation member may appear.
Search by the person's name and email.
Check whether they are available as an approval candidate.
Contact Cashfeed support if they still do not appear.
Select a different user, then try again.
Choose Unassigned if you need to clear the owner first.
Refresh the page after the save completes.
Contact Cashfeed support if the assignee still reverts.
Add an execution date range.
Filter by IBAN, currency, or amount range.
Use search terms from the counterpart or reference.
Combine the assignee filter with other filters.
Remove one filter at a time to find the restrictive one.
Check the execution date range and amount limits.
Try clearing the assignee filter or switching to Unassigned.
