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October 12, 2020
Question

Hi, Is there a way to see unreconciled bill payment and sales payment receipts, that don't have corresponding bank transaction? Thanks

  • October 12, 2020
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1 reply

Rebecca_A Product Champion
October 12, 2020

Hi sue-bae-quantumh, 

 

Yes, there is. In both the Chart of Accounts > Account History and in the Reconciliation screens, you will see these transactions without the green 'matched from bank feed' icon. 

 

If you are wanting to filter to just the unreconciled transactions you can:

  • Navigate to your Account History/Bank Register.
  • Select the filter icon 
  • Chose Reconcile Status and select Not Reconciled. 

Please let me know if you have any other questions at all. 

 

Thanks, 

Rebecca