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Product Ideas

Reconcile accounts: Only bank or credit cards in Account selection

Experienced User

19Posts

10Kudos

0Solutions

19 Posts
Experienced User
Australia
New
New

Is it possible that when you are reconciling bank accounts and credit cards the accounts listed in the dropdown only include accounts that have the Account type 'Bank' or 'Credit card'?

 

Very frustrating trying to find all the different bank accounts and credit card accounts when you have to scroll through the whole chart of accounts to find them.

 

"Reconciling Bank Accounts - Account list should only show Account types 'Bank' and 'Credit card'"