Saved Search (Reconciliations)

Q1. How to enable Saved Search

• You can switch between regular search mode and saved search mode by clicking the search icon.

Q2. How do I create a Saved Search?

• Switch to Saved Search mode > Add a New Search > Name your criteria > Select variables, conditions, and values

• Run your criteria from the Saved Search field.

Q3. What filters can be used?

• Supported filter criteria include:

  • Amount

  • Date

  • Description

  • Payee

  • Reference

• Duplicate search filters are not allowed within the same saved search.

Q4. Can I apply multiple saved searches at once?

• No, only one saved search can be applied at a time. To add more conditions, modify an existing saved search.