Settings and activity
6 results found
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72 votesTercy Gallos supported this idea ·
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10 votesTercy Gallos supported this idea ·
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68 votesTercy Gallos supported this idea ·
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40 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Tercy Gallos supported this idea · -
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.
Tercy Gallos supported this idea · -
188 votesTercy Gallos supported this idea ·
Totally agree!! This should be a basic feature available for users. Hope more can support this idea to bring it forward.