User Manual

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Chapter 6 Working with Your Items
6
Working with Your Items
Changing Views
To change between the three views, use the Item View Toolbar near the top right corner of the
screen (pictured below).
Filtering a View by Item Type
To filter items by type, use the Item Type dropdown menu near the top right corner of the screen
(pictured below).
Choose All Items to view all receipts, contacts and documents in the current folder
Choose Receipts to view only receipts in the current folder
Choose Contacts to view only contacts in the current folder
Choose Documents to view only documents in the current folder
A combination of view (Thumbnail, Grid or Details) plus Item Type selection will determine which
key details display.