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Is possible to create a list of transactions to show Cleared status and Reconciliation date using SS

edited Apr 18, 2023 4:03AM in Ask A Guru 16 comments

Hello,

Is there a way to get a list of transactions to show Cleared status and Reconciliation date or a list of transactions that are not yet reconciled to the bank? It can be in format of a Saved search, report, or Analytic dataset ...

I can only see these fields (Cleared and Reconciled date) when drilling to each bank GL account to see a transaction listing from there . However, is a Saved search to show any (GL impact) transactions that have been marked as reconciled or not yet reconciled a possibility?

Thank you in advanced

Helen

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