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.
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?
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.
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.
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?
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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.
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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
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