Has anyone found a way to use Match Bank Data to m...
# general
e
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.
m
There's a preference called "Show All Transaction Types In Reconciliation" under Setup > Accounting > Accounting Preferences > General
e
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.