Editing a Filter of an Accounting Custom View

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Accounting by Guesty is a premium feature. Please contact us to discuss activating it.

You can create a new Accounting Custom View by editing the filters of any existing view. Follow the instructions below.

Step by step:


Beta navigation users, please note that the steps below refer to the navigation as seen in the Legacy mode. Read more here about locating menu items in the new navigation.

  1. Sign in to your Guesty account.
  2. From the top menu, hover over Financials.
  3. From the drop-down, select Posting Journal.
  4. From the drop-down above "Filters" to the left, click All.
  5. Click the view with the filter you want to edit.
  6. To the right of "Filters", hover over the filter you want to edit and click the pencil icon.
  7. In the pop-up, select the relevant option.
  8. Click Save.
  9. To the top-right, click Save as.
  10. In the pop-up, name the new Custom View.
  11. Click Save.
The Custom View will be added to the drop-down above "Filters", under "All".


You can mark a Custom View as a "Favorite" by hovering over it and clicking the star to the right. It will be added to the "Favorites" section of the drop-down.

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