Forum Discussion

LouOCE's avatar
LouOCE
Experienced User
4 years ago

Bank Feeds

Hi,

I am a new user to Bank Feeds. so I apologise in advance if the question seems stupid :)

When I enter a Purchase or a Sale I assume those details would be matched with the Bank transaction page.

However I can only see the Bank transactions on the Bank Feed Page (See Attached Screenshot)Even when I select "Find" to start for the matching transaction nothing appears??

 

 

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi

     

    No screen shot so a suggestion

     

    When you are in bank feeds there is a reconcile button at the bottom right hand corner

     

    select reconcile

     

    This will show you the transactions in that bank account

    Are they there?

     

    It could be that your transactions have gone to a different bank account or perhaps undeposited funds

     

    If you cant easily find them do a find transaction on an amount - that will show you where it is

     

    Hope this is useful

     

    Lisa

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