Understanding Bank Recon filters
The "Ready to match" view will apply a default set of filters to your Bank Recon:
You can select your view, or customise you own view if you use is frequently.
Note: If you can't see this, you need to expand your Filters by clicking on the word "Filters"
These filters have been set as a default suggestion, but you can manipulate these filters to suite you. Have a look at the basic use of Commspace filters in this article.
These are the items you can filter on in Bank Recon:
Some new fields and their meanings:
Autodetected Provider | With Bank Recon Premium, you can filter on where the provider has been auto detected. |
Feed Active | Yes/No. Filter on providers where data feeds are active for your office. |
Notes | Notes specific to this bank transaction. Note: these will be notes that a user has set. |
Match Status | What is the status of your bank transaction. |