Where to find it
Banking → Transactions
✅ Common tasks
Review a transaction
Open Transactions and select any entry to open its details panel
Check Amount, Account, Date, Counterpart Name, IBAN and Reference
Look for a No linked document, Ignored, Reconciled or Payment rejected badge
Open the linked document to view the matched invoice
Use Previous or Next to move through the list without closing the panel
Find and organise transactions
Choose a status filter: Linked, Unlinked, Ignored, or View all
Use Search to find a counterparty, reference or amount
Open Filter to narrow by date, amount, currency, bank or assignee
Try the Inbox or Me quick filters for unlinked or your own transactions
Sort by execution date or amount
Assignee filters and the no-assignee filter can't be used together.
Assign or ignore a transaction
Open a transaction and set Assignee to an eligible team member
Select multiple transactions and use the floating action bar to bulk-assign
Select Ignore transaction if it doesn't need document review
Use Unignore transaction later to bring it back into review
Only members eligible to approve can be picked as an assignee.