I almost always only want to see unreviewed transactions. To do so, I use the filter to separate. As I move around through Wave and come back to the transaction page, I have to redo the filter every time in order to see the unreviewed transactions only. Is there a way to set up a default filter view or at least hold the current filter while one navigates from area to area within Wave?
PS - the previous incarnations of Wave defaulted to unreviewed which was great...
I reconciled 2 years at one time and marked every transaction as reviewed while I was reconciling. Due to duplication issues with the bank connection I expected to be able to filter by Unreviewed transactions but EVERY reviewed transaction is now unchecked. Unable to Filter
It looks like you were able to chat to our support team about this issue, but if you're still having trouble reconciling, please let us know!
That said, I did take a quick look at your bank connections myself on my end, and it looks like there are some connections which have been deleted and re-added. This could have created duplicate accounts, which means that you would have only reviewed the transactions within one of the accounts, and could now be looking at an un-reviewed duplicate account.
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I almost always only want to see unreviewed transactions. To do so, I use the filter to separate. As I move around through Wave and come back to the transaction page, I have to redo the filter every time in order to see the unreviewed transactions only. Is there a way to set up a default filter view or at least hold the current filter while one navigates from area to area within Wave?
PS - the previous incarnations of Wave defaulted to unreviewed which was great...
I reconciled 2 years at one time and marked every transaction as reviewed while I was reconciling. Due to duplication issues with the bank connection I expected to be able to filter by Unreviewed transactions but EVERY reviewed transaction is now unchecked. Unable to Filter
Hey @JeffD,
It looks like you were able to chat to our support team about this issue, but if you're still having trouble reconciling, please let us know!
That said, I did take a quick look at your bank connections myself on my end, and it looks like there are some connections which have been deleted and re-added. This could have created duplicate accounts, which means that you would have only reviewed the transactions within one of the accounts, and could now be looking at an un-reviewed duplicate account.