Home Reconciliation How do I filter the transactions shown in either panel?

How do I filter the transactions shown in either panel?

Last updated on Sep 10, 2026

Short Answer: Click + Add Filter in the top-right of either panel Books / ledger (Books) or Vendor statement (Vendor statement) to narrow the list.

PreRequisites

  1. Manual match transactions modal is open.

Steps

  1. Open the Manual match transactions modal if not already open.
    Modal is visible.

  2. Click + Add Filter in the panel where you want to narrow results.
    Filter options appear.

  3. Adjust the filter criteria to include the transactions you need, then re-check the visible rows.
    Panel updates to show only rows that match your filter.

  4. If you still can't find items, click All open transactions to view everything.
    All open transactions are shown for manual selection.

Troubleshooting

  1. + Add Filter does not open or no filter options appear.
    LikelyCause: UI glitch or the filter panel requires additional clicks to expand.
    Action: Try clicking + Add Filter again, resize the modal, or refresh the page and reopen the modal.