The Bank Activity experience has been updated with a layout and workflow designed to simplify transaction matching, creation and reconciliation preparation. During the transition period, both the new and legacy layouts remain available.
The new layout offers a clean design, improved visibility into matching and rule application, and a streamlined experience for creating transactions and preparing for reconciliation.
Accessing the New Layout
The new experience is enabled for all instances and can be managed on the Miscellaneous tab of System Preferences.
Bank Activity Updates
Table Views
Tabs on the Bank Activity page have been replaced by preset table views. Table views allow for flexibility on column displays and filtering or use of default views. Learn more about table views.
The Pending Creation view replaces the Rule applied tab. It shows bank activity transactions that have a rule applied and require review.
Bank Activity Options
Bank activity actions are now consolidated into two menus: Retrieve bank activity and Rule Vault.
Bank Connection Status
The status indicator shows whether the bank connection is active.
Green: The connection is active.
Orange: The connection is not active.
Matching Panel
The matching panel displays displays possible matches for the selected bank activity. Users can review and select the correct match from this panel.
Bank Activity Imports
The bank activity import screens are updated to match the new design but retain full functionality
