Forum Discussion

Justin-Ryan's avatar
Justin-Ryan
Contributing Cover User
2 years ago

Unable to find entered transaction created from Intray

When trying to match bank feed with transactions, the "Find" search does not return any result for the transactions created from the Intray attachment. I searched the proved bank feed and make sure ...
  • Justin-Ryan's avatar
    Justin-Ryan
    2 years ago

    The stated problem happened again.

    When I created a transaction using the In-tray, it gets ticked in the reconcile window automatically.

    That's why I can't find it in the bank feeds search.

     

    I've manually untick it in the reconcile window and match it properly now.

     

Justin-Ryan's avatar
Justin-Ryan
Contributing Cover User

Thanks for the reply.

Our situation is the later one.

 

I used the Spend Money In Tray functionality to create a spend money transaction and made sure that

1. the transaction is created from our bank account

2. it's not matched with other bank feed. Checked it with the approved bank feed 

3. it's not reconcile since I had not reconcile the whole month and I'm matching the transaction to reconcile it.

4. I wider the date ranges and money ranges and the created transactions are still not found.

5. I even tried the online version and hope it could found those entered transactions to match. Failed

 

That's why I want to report it as bug. 

Will keep an eye if it repeats this month.

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi Justin-Ryan 

 

Thanks for raising it, I don't think I've personally come across that situation for Spend Money transactions.

If it does occur in the future, getting the following screenshots would be ideal:

  • A copy of the transaction (i.e. the Spend Money window showing the transaction)
  • The transaction listed in the Reconcile Accounts window for that account and a suitable statement date
  • The Find window for that bank transactions window
  • Justin-Ryan's avatar
    Justin-Ryan
    Contributing Cover User
    2 years ago

    The stated problem happened again.

    When I created a transaction using the In-tray, it gets ticked in the reconcile window automatically.

    That's why I can't find it in the bank feeds search.

     

    I've manually untick it in the reconcile window and match it properly now.

     

    • Sean_DC's avatar
      Sean_DC
      Former Staff
      2 years ago

      Hi Justin-Ryan 

       

      I'm glad to know that you were able to get the resolution for finding the missing transactions. Please feel free to post again if you need further assistance. 

       

       

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