Bank account reconciliation filter on matches

2 years ago • updated by 8 months ago • 4

When going to Account Manager-->Bank accounts and then going to your bank and clicking on 'Reconcile n items' in the 'Pending Reconciliations' column I am shown a page with no filtering on. I have to manually search through hundreds of records until it shows up with the match button. It would be nice and less time consuming if I could jump straight to all the ones that match up so I can click them all. Eventually I will go through all the non matching ones to reduce my list but I don't have time. Every month my list gets longer so it all takes longer to do.
There's not even an option to show newest to oldest. That would help a bit.

Another idea would be to show at the top of the page something like 'You have 40 matchable items available'. Or something like that. So if it shows 0 matchable items then I wouldn't even need to check.

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2 years ago

Agreed - would be a great feature to add, especially when you are entering a large batch of transactions or playing catch up. Would love to see better matching of previous transactions of different values - for example bank fees, could be slightly different every month, but it would save time of the system suggest the payment based on references / payees

2 years ago

Yes, I had signed up with the assumption that this would work like QuickBooks where you can filter bank feed items between Income and Expenses, type of expenses etc. QB also allows for rules where metadata matches. It makes accounting so much faster, even fun! The way LV works actually makes things REALLY slow; slower than using Excel! Really disappointing. Please integrate this ASAP.

9 months ago

The lack of this feature is now starting to impact my use of Landlord Vision and I am looking at alternatives.

PLEASE introduce at least the ability to select an option to show newest to oldest instead of just always oldest first (and then having to wait 2 to 3 secs before we can scroll down - I have nearly 800 transactions that I'm never going to reconcile in this software, so please allow us the ability to see newest transactions first