Has anyone found a way to use Match Bank Data to match to Custom Transaction Types? It seems like the dropdown on right side only shows native transaction types.
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Meir Bulman
11/08/2021, 6:50 PM
There's a preference called "Show All Transaction Types In Reconciliation" under Setup > Accounting > Accounting Preferences > General
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eblackey
11/08/2021, 7:08 PM
Thank you! It looks like I did have that checked. I was expecting to see some transactions in the list that weren’t there but turns out they just weren’t fully approved yet.