Skip to content

Settings and activity

3 results found

  1. 965 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
    We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
    Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
    We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…

    An error occurred while saving the comment
    Sandra . commented  · 

    View more than 200 statement lines

    Sandra . supported this idea  · 
  2. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for engaging in Product Ideas, Sandra. 


    Within the Account Transactions report you'll have an option in the 'Accounts to include' field. 

    Setting this to 'Only with transactions' means your report will only show accounts that have actually had transactions posted to it in the period - Does this help achieve what you're after here? 

    An error occurred while saving the comment
    Sandra . commented  · 

    Hi Kelly,

    Could you please watch my question in this video link https://vimeo.com/734627374/9074d92f37.

    Thank you

    Sandra . shared this idea  · 
  3. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

    Sandra . shared this idea  ·