Bank Feed Filters

Bank feed filters appear on the right-hand side of the page when you select Filter. Filters make locating downloaded online transactions easier and faster, and are also useful in creating specific lists of transactions. For example, you can create a list of transactions based on online transaction date, match status, or matched date.

Available online bank feed filters:

• Transaction date

• Amount

• Transaction type

• Match status (Automatically matched, Matched by user, Not matched, Ignored, and Invalid)

• Register status (Outstanding, Cleared, Reconciled, and Voided)

• Date matched

• Matched by user

Once you set your filters, select Apply filters. To clear your filters, select Clear.