Find a Transaction in a Reconciliation Draft

Use the filter to locate specific transactions and their details.

You must have accounting administrator, bank reconciliation, or the appropriate accounting specialist permissions to perform this task.
As you compare your bank statement with your reconciliation draft, use the filter to make sure you've entered the correct transaction information for specific vendors, double check the amount you've paid them, and more.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Bank Reconciliation.
  2. Click the ending date of the reconciliation you want to search.
  3. Click the filter icon, then enter the information you want to search for.
  4. Click Filter.