One of the biggest challenges reconciling bank statements is finding the matching entry. We already had the ability to filter the search of your ledger entries. Now, we’ve automated that process so you can narrow it down with one click.
Once you add the bank transaction you’d like to reconcile:
Click on the magnifying glass at the bottom right
…and the entries search will automatically updated to match the total you’re looking for with a date range of 15 days in either direction of the searched transaction:
