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View Memo from Match bank data page in a saved search/report or analytics page?

in Ask A Guru 3 comments

Hi,

I wanted to check if it was possible to pull the match bank data memo into a saved search or other report. I have created a transaction saved search filtered on the bank account and pulled in memo i assume this is coming from the transaction memo field. I wonder if this would be the same memo visible in the match bank data field once a line has been matched? I also wanted to check if it is possible to create a report for unmatched data?Export Account Transactions on the Match Bank Data Page. I have created a saved search from this but wonder if the memo field would match the one on the match bank data page? Thanks.

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