Find transactions missing a required Category, Description, or custom field: spot the flagged cell directly in the table, or filter for it on the Transactions page.
Steps
Transactions with a required Category, Description, or custom field left empty show a dashed, warning-coloured border around the empty cell, so you can often spot the problem directly in the table without filtering.
To find every transaction missing a specific field:
- Open the Transactions page.
- Click Filter.
- Select Category, or select the specific custom field you want to check. Each active custom field (for example, Department or Project Code) appears as its own entry in the filter list. There's no single combined Custom Field filter option.
- Choose the missing option. For Category, select is missing (listed above your business's categories, at the top of the list). For a custom field, select [field name] is Missing (for example, Department is Missing).
This shows every transaction where that field hasn't been filled in yet.