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Multi-location Users: How to filter transactions by practice location in your payments dashboard
Multi-location Users: How to filter transactions by practice location in your payments dashboard
Vibhu avatar
Written by Vibhu
Updated over 4 years ago

You are able to filter to view transactions by any combination of locations that your user profile has access to in the dashboard. Please note that any new transactions you create will always be associated with your current location in the top right corner of the dashboard.

To view another location's transactions, follow these steps:

  1. Click the “Filter” tab on the top right of your screen.

  2. Select a location from the “Practice Location” Drop down.

  3. Select “Apply” to make your changes.

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