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Z
zach23
October 23, 2020
Question

I can't seem to find my reviewed transactions on banking anymore, say if I need to go back and add an attachment to a transaction I've already reviewed.

  • October 23, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

G
GeorgiaC
October 23, 2020

Hi zach23, 

 

Thanks for joining us here on the Community. The interface has recently updated so you'll now see three tabs on the banking screen - For review, Categorised, and Excluded. The Categorised tab will contain all of the transactions which you've reviewed for the account. Are you able to see this on the browser, or are you using the app? 🧐

 

Thanks!

    Z
    zach23Author
    October 23, 2020

    Hey Georgia, 

     

    Ok thanks, yeah I can see that.

    Can I edit and add attachments from that section?

     

    It doesn't seem very clear.

     

    All the best,

    Zach

    G
    GeorgiaC
    October 23, 2020

    Thanks for getting back to me Zach, if you're looking to edit or add more attachments you'll need to open the transaction (select the blue link in the 'ADDED OR MATCHED' column) and then scroll to the 'Attachments' at the bottom. 🙂

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