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'Bank Reconciliation - Filter bank transactions by credit/debit' has been merged into this idea

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  1. 13 votes

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    Jonothon East supported this idea  · 
  2. 19 votes

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    Jonothon East supported this idea  · 
  3. 233 votes

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    Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

    While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

    With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

    As always, if there's any change we will…

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    Jonothon East commented  · 

    Hello in response to "our team is interested in better understanding this idea" I am available to discuss the concept of this and why it holds significant importance for proper reporting, record keeping and control.

    Best regards

    Jonothon East supported this idea  · 
  4. 485 votes

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    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

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    Jonothon East commented  · 

    This is a must for me!!

    Jonothon East supported this idea  · 
  5. 6 votes

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    Jonothon East supported this idea  · 
  6. 3 votes

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    Jonothon East supported this idea  · 
  7. 141 votes

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    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

    Jonothon East supported this idea  ·