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Product Ideas

Bank Feeds: Ability to enter an end date filter

Partner

3Posts

6Kudos

0Solutions

3 Posts
Partner
Australia

Can the bank feeds have an end date when working through them. A lot of us can be doing 3 months at a time and would like to process to a certain date. You can do various sorts, but everything shows 

 

"Bank feeds closing date needed"

Current Status: Done
Last Changed: January 2023

Hi Everyone


The AccountRight Browser interface allows the user to view their Bank transactions for a pre-defined or user-set time period.

2 Comments
Trevor_Harrison
Super Partner
284 Posts
Super Partner

Hi @Seabreese 

 

As you have rightly stated there is no end date option in the feeds and we will probably never get one.

 

However the new browser version of AccountRight allows you to select a from and to date in the bank feed allocation screen.  The only negative I can see to this option is that the closing balances (bank account) do not change with the change in date, it is always the last feed date.

 

 

Steven_M
45,180 Posts
Former Staff

Hi Everyone


The AccountRight Browser interface allows the user to view their Bank transactions for a pre-defined or user-set time period.