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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…
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Jeanne, I greatly appreciate your insight. This is exactly what I was unable to find searching for and completely answered my question. Thanks again,