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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

RefiKevin Newbie

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  • So from what I'm seeing in your screenshots these are two different things. When you Filter the data in "Match Bank Data" data is filtered by the bank transaction date - which is correct. These are then all matched and submitted. Then ironically, the reconciliation page only allows to filter by the transaction date. So any…
    in Reconcile by bank feed date Comment by RefiKevin Aug 13, 2025 4:31PM
  • Jeanne, I greatly appreciate your insight. This is exactly what I was unable to find searching for and completely answered my question. Thanks again,
    in First time reconciliation - Match groups Comment by RefiKevin Jul 30, 2025 7:16PM