Forum Discussion

Utopia's avatar
Utopia
Experienced Cover User
20 days ago

Bank Feeds

I have just discovered that I can use the bank fee to start the reconciliation process (prior to this I have been reconciling manually through the Banking, Reconcile Accounts)

 

My question is I have a long list of entries in the bank feeds (that were manually reconciled dating back several years ago and some current), if I hide these items, is that the best way to minimize the list, as I want to have only the current items listed for approval.

 

Thank you

1 Reply

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    18 days ago

    Hi Utopia,

     

    Great spot on that one! Yes, if those old feed lines are already reconciled, hiding them is exactly what we recommend. You can also play around with the filters in the Display transaction field, but hiding the old ones is definitely the cleanest option.

     

    Cheers,

    Princess

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