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Bank Recon: how to exclude payments
Bank Recon: how to exclude payments

I have a transaction that shouldn't be processed on Commspace. How can I exclude it from my Bank Recon?

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a week ago

Sometimes we need to exclude items from our recon, without deleting it, as we still need a holistic view when it comes to reconciliation and audits.

Example: this would typically be non-commission related income, such as rental income.

Step 1: Identify the transaction you want to exclude and select the checkbox
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Step 2: expand "More Actions" to reveal "Match Status"

Step 3: select "Excluded" and click on set

Your item has now been excluded from Bank Recon and will look like this:

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