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EntArts's avatar
EntArts
Member
1 month ago

SOLO Bank Feed Search

So I’m reconciling my expenses in solo. This is literally just matching items from the bank feed to the expenses. 
This is a painful process at best. When searching for an expense to match for instance parking.
I get charged $3.60 once a week to park at one of my clients buildings. I would like to see all of the records that match $3.60.
I search 3.60 in the search bar and 10 records will appear some matched some unmatched.

I will then match one with my parking expense log and the screen will refresh, now only two records appear. This is certainly incorrect as previously records appeared to be honest. I have parked there more than 10 times. It should show me all of the matched and unmatched payments. Some of them are missing and the search is unreliable.
If I put in  ‘point parking’ another term used on this record, again most records will show up. I can pick one and match it. Again the screen refreshes and all that one of my records will show up.

 

I feel like this is a glitch rather than something I can be helped with. 
This needs to be addressed, otherwise I would like to move across to myob light. But unfortunately it seems like there is no growth migration available.

1 Reply

  • Hi EntArts​,

    Thanks for explaining this so clearly, that doesn’t sound like the expected behaviour.

    When matching transactions, the list shouldn’t be dropping off like that after a refresh, especially if there are multiple records that match your search.

    Just to add a bit of context, the bank feed search can return a wider range of results because it supports matching multiple transactions to a single payment. This means you may also see both open and paid transations, which can make the list look a bit different as you go.

    Also, if these payments come from the same contact card, when matching you can select the contact so the transaction is associated correctly to that contact going forward.

    That said, what you’re describing still doesn’t sound quite right, so we’d like to take a closer look at what’s happening on your account.

    When you can, please reach out to us via More >> Chat with us in the app so we can investigate this with you in real time and help get this sorted.

    Thanks, 
    Hannah