Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
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Debbie Day
commented
Reconcile - enable statement transactions to be listed in Spent or Received order by clicking on the words in the same way you can on the Account Transactions page.
Account Transactions - add the page selection functions that are at the bottom of the page to the top so you don't have to scroll to the bottom to flick through pages. -
Pauline Bennett
commented
This is such a basic function that I'm amazed that we are still having to ask for it!
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Zanokuhle Ndlovu
commented
This would be extremely helpful.
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kaiser vanat
commented
Allow a filter which enables you to only see paid in or paid out at a time. E.g if I only want to see and reconcile amounts paid in it would show purely that and not amounts /statement lines gone out and vice versa.
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Uzair Faiz
commented
add a filter where u can just select all incoming transactions or all outgoing transactions for easier reconciliation
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Alexa Armstrong
commented
this idea would be very beneficial, please implement
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Marco Vigorelli
commented
It would be great to be able to filter unreconciled bank transactions in the bank rec so that it displays only spent amounts (and not received amounts).
We have several thousand bank transactions in each month (mostly received amounts) under this entity and it would be great to be able to filter by unreconciled spent amounts only so that these transactions could be matched and processed before we run a weekly report of payables so that this report is accurate.
Thanks.
Marco
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David Hassall
commented
Bank Reconcilation, include the ability to filter unreconciled bank statement lines by income or expenditure.
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Caitlin Evans
commented
when reconciling the bank - to be able to filter by money in and money out
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Damien O'Doherty
commented
It would be helpful in the bank reconciliation screen if you could filter by debits and credits
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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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Carmen Lewis
commented
I want to be able to do it from the reconcile page. There is already a filter on the reconcile page it just needs a filter to show spent and received.
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Carmen Lewis
commented
Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.
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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"
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Candice Creeke
commented
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.