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 insta...
Forum Discussion
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
