Editing a filter of an accounting custom view

Accounting by Guesty is a premium feature available to Pro users only. 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:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click General ledger and select Posting journal from the drop-down menu.
  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".

Tip:

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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