Forum Discussion

Itsme's avatar
Contributing User
4 years ago

bank statement showing account allocations

Is there a report or a way to have the accounts code to which transactions have been allocated,  show in the bank statnement? 
  • Steven_M's avatar
    4 years ago

    Hi Itsme 


    When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.

    It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.