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S
SIMEVANS
December 4, 2020
Question

Is there a way to filter expenses on if it has a matched banking transaction

  • December 4, 2020
  • 1 reply
  • 0 views

Hi, 

Is there a way to search or filter on expenses to see if there are any that don't have a matched banking transaction. 

 

I have a discrepency and I'm sure it's where I have added something twice. 

 

Thanks

 

Simone

1 reply

JenoP
JenoP
December 4, 2020

Good day, Simone.

 

Yes, you can run the Transaction List by Vendor report. Then, add a column for Online Banking to determine if the transaction has already been matched or not. Here's how:

 

  1. Go to the Reports menu and look for Transaction List by Vendor in the Search bar.
  2. Click Customise.
  3. Scroll-down to the Rows/Columns section and check the box for Online Banking. 
  4. Click Run report.

I'd also like to share a couple of articles about customising or running reports in general for additional reference and guidance:

 

Don't hesitate to reach out to us again if you need anything else.

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