Accounting Ideas

Marking bank transactions as 'cleared'

Can you please add a facility to mark manual postings that have gone through the bank as 'cleared'? Otherwise all these postings still show in the bank feed section when trying to match a transaction. I'm surprised this can't be done.

  • Guest
  • Mar 5 2020
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  • Guest commented
    14 Jan 09:44am

    I've accidentally deleted a transaction that came via a bank feed. I therefore have the same issue and would like to mark the new one that I have entered as cleared but can't find a way to do so. Is there a way please?

  • Guest commented
    4 Jan 04:14pm

    No, what this means is; when completing a bank reconciliation can the items which are ticked/matched be removed / moved to separate area, so we are no constantly searching through them again. Like in 50 when it goes to the other screen at the bottom.

  • Guest commented
    9 Mar, 2020 02:20pm

    Hi,

    Thank you for submitting your Idea.

    If I understand you correctly you're looking for a way to prevent transactions from showing in the "Match" option of your bank feed.

    You can't currently mark transactions as "Cleared" as this is used to indicate that a transaction has been entered via a Bank Feed or Statement import and it could be a little confusing if you can add this status to any transaction.

    However - if you complete a Bank Reconciliation then any transactions you have marked as reconciled will no longer be shown as an option to match to.

    I think this should help you out with your issue - if not please let me know.

    Tom