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41 votes
Emma Zhao
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136 votesEmma Zhao
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4 votesEmma Zhao
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3 votesEmma Zhao
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3 votesEmma Zhao
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965 votes
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.…Emma Zhao
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DATE RANGE is a must as we normally need to bulk coding transaction by sorting however may don't want to include later periods to save time. bear in mind we normally process transactions a couple of months after a quarter ends.
As to key words searching, we can actually do this by just doing a web page search by pressing Ctrl F so it;s not that critical.