Forum Discussion

GCMRC's avatar
5 months ago

set defaults on bank transactions screen

Hi there   Can you please tell me if there is a way to set the default time period on the bank transactions screen?  It's always set to Custom which shows the last three months, but I would like to...
  • Shella_A's avatar
    5 months ago

    Hi GCMRC,


    Thanks for your post.


    My apologies for the delay in response. I understand that you wanted to set the default time period on the bank transaction screen to "this month." We appreciate your patience with this. When pulling up bank transactions, we always recommend changing it to the specific option under the period tab and adjusting the date range for your needs, so that what you will see on the transactions below is for that specific date you have entered. You may check the choices by clicking the arrow down beside the period tab. Please refer to the sample screenshot below:






    Feel free to post again anytime you require further assistance. 

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.



    Kind regards,