Bank Statements

Darshana 3 years ago updated 3 years ago 2

When reconciling is it possible to just see the month we want to reconcile and not the all the months

eg april 2017 only and not May 2017

Hi Darshana

Do you mean the complete statement list on the Reconcile page or the list of available transactions when you are searching for a match manually?  With the former you would just import the April bank statement as the Reconcile page pulls everything through from the imported bank statements.  With the latter you can set current month or previous month (as well as defining a range) in the Time Period search box

Kind regards


In the Reconcile page I only want to be able to put dates ie for April 2017. As I am trying to sort out a back log from 2016 I dont want to go through all the months at once. I only want to reconcile for 2017 now ad work back wards