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  1. 964 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Sandra . commented  · 

    View more than 200 statement lines

    Sandra . supported this idea  · 
  2. 6 votes

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    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? 

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    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

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    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  ·