Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
Nicola Barnett
shared this idea
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
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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.