Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
Audrey Connelly
shared this idea
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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Sandra Fletcher
commented
This is important, such a time waster looking for a payment or receipt in each bank account when client has multiple accounts.
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Maisarah Rondel
commented
I'm pretty sure you can search amounts and payees via the search function on the top right (the magnifying glass).
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Jenny Draper
commented
Oh this woudl be an AMAZINGLY HELPFUL Feature!!!!!!!!!!!!!!!!!!!!!!
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Jenny Draper
commented
This is a monumental Flaw in this report !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
It is imperitive thatwe can do this "new" reconciliation report for MULTIPLE BANK ACCOUNTS _ how is it a good idea that we do this 20, 30 or 40 sSEPERATE TIMES.
*************PLEASE DO NOT , repeat NOT remove the GOOD, EFFECTIVE "old" reports until this is corrected
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Alice Kyobe
commented
I will wait for your response
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Alice Kyobe
commented
Bank Reconciliation Summary Report - This is a very good Report but please improve on it in order to be more efficient. We would like to be able to tick off or add all the bank accounts that exist in a company in a single run. Currently you can only download 1 bank account reconciliation report at a time into EXCEL. Otherwise it is a wonderful report. Thanks for this. Alice
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Josh Webster
commented
Can we also search across codded and uncoded transactions, Bank link and MYOB essentials both have a global search features that are very useful to see similar prior transactions and how they were codded right there in their version of cash coding.