Bank Reconciliation - Filter bank transactions by credit/debit
Searching for transactions:
It would be very helpful to have the option to search for debits or credits only when searching for a specific transaction in the bank feed.
7
votes
Candice Creeke
shared this idea
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Lucinda Monks commented
This would be really useful, as we handle receipt and spend items separately. It's really hard to see where we are on the spend items when there are a lot of unreconciled receive items that can't be filtered out.
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Accounts Village Maid commented
The new filter option on the Bank Reconciliation page is an improvement, but it would be really beneficial to show only the Received or only the Spent transactions.
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Dave Hoskin commented
This would be a huge help for us as we have one person handle "money in" and another person manage and code "Money out"