Home VAT/Sales Tax Reconciliation How do I filter the Fully matched list to find specific transactions?

How do I filter the Fully matched list to find specific transactions?

Last updated on Sep 08, 2026

Short Answer: Click '+ Add filter' above the list, choose the field and value you want to filter by, then apply it to narrow the results.

PreRequisites

  1. A reconciliation run has completed.

  2. You are on the 'Fully matched' tab.

Steps

  1. Open the reconciliation results page and select the 'Fully matched' tab.
    The Fully matched list is visible.

  2. Click '+ Add filter' above the list.
    A filter control opens where you can pick a field and value.

  3. Choose a field for example Date or Reference / Identifier and set the filter criteria.
    The list updates to show only rows that match the filter.

  4. Clear or remove filters to return to the full list.
    All matched rows reappear.

Troubleshooting

  1. Filter returns no results.
    LikelyCause: No transactions match your criteria.
    Action: Remove or broaden the filter criteria and try again.

Note: Use filters to quickly locate specific invoice numbers or date ranges within the matched lists.