Aaron McCausland
04/06/2026, 7:57 PMCeligo AI
04/06/2026, 7:57 PMAI generated answer (using internal Slack threads):To filter on the "Use Match Bank Data and Reconcile Account Statement Pages" field in a saved search, you would need to add a criteria or filter in your saved search setup. However, it's important to note that this field may not be available for all record types. Here are the general steps to add a filter in a saved search: 1. Navigate to the saved search you want to modify. 2. Click on the 'Edit' button to start editing the saved search. 3. Go to the 'Criteria' tab. 4. In the 'Standard' subtab, click on the 'Add' button. 5. In the 'Field' dropdown, look for the "Use Match Bank Data and Reconcile Account Statement Pages" field. If it's not available, it means that this field is not available for the record type of your saved search. 6. Once you've selected the field, choose the operator (e.g., is, is not, contains, does not contain, etc.) and the value for the filter. 7. Click on the 'Save' button to save the changes to your saved search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
04/06/2026, 7:57 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848571837
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846130431
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843933105
Celigo AI
04/06/2026, 7:57 PM