Settings and activity
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1 vote
Jessica Vidler
shared this idea
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Jessica Vidler
supported this idea
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20 votesJessica Vidler
supported this idea
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If I want to search for a particular transaction, but I'm unsure which bank account it went through, I'd love to be able to search across all accounts to try and find it. By amount, date, description etc.