Bank Rec - Filter Find and Match by transaction type
On the Find and Select Matching Transactions screen, it would be nice to have a filter that only displays payments and refunds (IE - excludes the unpaid invoices). I record payments on the day that the credit card was posted, but don't reconcile until the deposit. A great deal of my customers are on payment plans, so hiding the unpaid invoices would speed things up for me.
Rodd Kennedy
shared this idea
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
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Thornlie Automotives
commented
The ability to hide or filter credits on bank reconciliation to avoid scrolling multiple pages of credits to find your batch payments received. The new update does not allow flexibility when searching and is time consuming.
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Martina Mor
commented
provide an an option to remove the newly introduced feature where credit notes show up when selecting transactions for reconciling bank account.
Unless one refunds these credit notes they have no business showing up in the bank reconcilliations. Unneccessary transactions hinder ease of oversight & complicates the process unneccessarily