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Previously Loaded transactions screen

I would like to see some changes to the previously loaded transactions screen. This screen ignores the date settings entered for the import screen and ideally it could be filtered for this. It also shows transactions that date prior to the last reconsiliation.

The main issue is that I have lots of these ignored transactions as I integrate with a bank, paypal and Go Cardless - this leads to lots of duplicates on bank transactions so i have to ignore lots. However, every time I have to go into previously ignored transactions to find a genuine item I have missed, I have to unmatch 200-300 transactions (and growing) which it tries to match again for me.

The date filtering would help and so would the nothing prior to last reconsiliation.

Perhaps a tick all so you can unmatch all suggestions.

Look forward to something on this in future.

  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Mark, Over the next few months we are going to be looking into our Bank functionality in an attempt to make this part of the system more user friendly. We will be sure to pick up on this issue and will update you on Canvass regularly. Many thanks
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