Automatic bank reconciliation | Show account on the account transactions tab
Since the new auto-reconcile function arrived, it's saved me lots of time, but I have had a few transactions coded incorrectly.
I want to be able to check that all transactions are being coded to the correct place. I think it would be easier and save time if there could be a line added to show which account each transaction has gone to. e.g., Fuel, purchases, entertainment, etc.
This way we don't have to open up each transaction to double-check; it can just be viewed from the main transactions page.
kathryn farmer
shared this idea
Hi Kathryn, while not on the Account transactions tab, you can view the account for any transactions that have been reconciled through automated bank reconciliation if you click on the 'View all Reconciled' button above your statement lines on the Reconcile page. (I attached a screenshot for reference). Does this give enough of the information you need here?
