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Replying to:
Jen_D
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I appreciate your time joining this thread, @JJ James.

 

All I want is to to help you generate the reporting you need to view your expenses that were matched or unmatched with your bank transactions. Before we start, can you please confirm if you're unable to pull up the report suggested by jp-eda? If not, what report are you pertaining to? Any additional info will help me provide the accurate resolution.

 

In the meantime, the following reports can filter Cleared and Uncleared transactions:

 

  • Transaction List by Date Report
  • Transaction Detail by Account
  • Transaction List by Tag Group
  • Transaction List by Vendor Report
     

You might want to check on them and see if you're able to do the action. Here's how the filter looks like:

 

Also, I'd like to know the subscription that you have with us. The preferences on our reports may vary from one version to another. I need to check if your service have this option available. To check your subscription, follow the steps below:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Billing & Subscription tab.
  3. Your subscription is shown below your company ID. See this sample screenshot:

I'll wait for your reply. Please mention me so I'd get notified of your response. I'll be right here to help anytime.

 

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