The Reconciliation History allows you to review all previously matched and confirmed transactions within your bank reconciliation process.
You can use this feature to track activity, filter by specific customers, and view details of matched transactions.
How to Access:
Navigate to the Reconciliation tab in the sidebar.
Select your desired bank account.
Click on Reconciliation History.
Viewing Matched Transaction Details
Click any transaction in the list to view Matched Transaction Details.
This will show:
The payment amount
The currency and customer
The invoice reference(s) the payment was applied to
Using Filters
You can easily find specific transactions by applying filters.
For more information on filters, visit our article on Customer Filters.
