Redesigned Advanced Filters for Transactions

A simpler, faster, and more consistent way to filter and analyze transactions across nBanks.

Advanced Filters have been redesigned to make transaction analysis simpler and faster. Filters now open in a side panel shared across all transaction screens, so the experience is the same wherever you work. Changes are applied instantly: results update as you adjust each filter, with no confirmation button required.

All existing filtering criteria remain available, including category, customer or supplier, counterparty status, country, value range, and other transaction attributes.

The new Advanced Filters are available in Bank Statement, Custom Accounts, Portfolio, Cash Management In & Out, and Dashboards.

This feature is included in all platform plans and does not require any additional add-on. In multiuser environments, it behaves consistently for every user while always respecting the permissions associated with the transactions being viewed.

Benefits:

Filters accessible through a single side panel;
Instant results without a confirmation step;
All filtering criteria preserved;
Consistent experience across Bank Statement, Custom Accounts, Portfolio, Cash Management In & Out, and Dashboards;
Included in all plans, with no add-on required;
Permission-aware behavior in multiuser environments.