Short Answer: Click the '+ Add filter' button above the matched table, choose filter criteria, and apply it to narrow the list.
PreRequisites
- A reconciliation report is open and the 'Fully matched' tab is selected.
Steps
-
On the 'Fully matched' tab locate and click the '+ Add filter' button above the table.
Filter controls open. -
Select the field and criteria you want to filter by e.g., Date, Reference, Amount and apply the filter.
The table refreshes to show only matching rows. -
Adjust or remove filters to widen the results.
Table updates accordingly. -
To clear all filters, remove each applied filter or use any clear controls provided.
Full list is restored.
Troubleshooting
- '+ Add filter' does not open anything.
LikelyCause: Page may not be fully loaded or UI control is offscreen.
Action: Refresh the page and ensure you are on the 'Fully matched' tab; try maximizing the window.
Note: Available filter fields may vary.