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'Bank Reconciliation - Filter bank transactions by credit/debit' has been merged into this idea

For small businesses: Accounting features

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Bank Reconciliation - Filter by spend/receive money

Filter the bank reconciliation by spend or received

Simple to complete the debtors first / or creditors

13 votes

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Nicola Barnett shared this idea  ·   ·  Report…  ·  Admin →
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  • Caitlin Evans commented  ·   ·  Report

    when reconciling the bank - to be able to filter by money in and money out

  • Damien O'Doherty commented  ·   ·  Report

    It would be helpful in the bank reconciliation screen if you could filter by debits and credits

  • Lucinda Monks commented  ·   ·  Report

    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.

  • Accounts Village Maid commented  ·   ·  Report

    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.

  • Dave Hoskin commented  ·   ·  Report

    This would be a huge help for us as we have one person handle "money in" and another person manage and code "Money out"

  • Candice Creeke commented  ·   ·  Report

    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.