Bank Feeds - Double up of Transaction
Hi, I have an transaction showing up in my Bank Feeds that has already been reconciled. It's for an internal bank transfer. Both accounts have been reconciled at EOM (April) and the transaction is r...
Forum Discussion
Hi Wheeler1,
Yep, that can definitely be a bit annoying. If the transfer’s already been reconciled and everything's balancing, you can just hide it from the bank feed — no need to match or re-enter it. Please see this help page for more information: Hiding bank feed transactions
You can also get in touch with our team for more help! You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.
Regards,
Earl
Thanks Earl. Can you please confirm that if I just hide this in the bank feeds, it's not going to show up anywhere else in any reports and make them out of balance? If the report reconciles then I don't need to anything further after hiding it? Thanks.
Hi Wheeler1,
Yes, bank feed transactions don’t usually impact reports, but they can be a bit of an eyesore if not matched to transactions. If you'd like, you can also reach out to our team by creating a support ticket via MyAccount or using live chat with our virtual assistant here to request the removal of those transactions. Just a heads-up though, the removal process works by date ranges, so you won’t be able to pick specific transactions to remove.
Regards,
Genreve
