What does reviewing a transaction do?

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Comments

  • JymbagJymbag Member Posts: 6

    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...

  • JeffDJeffD Member Posts: 10

    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

    edited March 22, 2021
  • KiahDKiahD Administrator Posts: 267 admin

    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.

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