Bank Reconciliation - Filter to show lines with suggested matches
When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?
(This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)
6
votes
-
Lisa MacHardie
commented
The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.