View bank import history
Use Bank import history to review automatic and file-based imports and determine how their transactions were processed. Open Menu, select Banking, and then select Cash management.
To view bank import history:
- Open Menu, select Banking, and then select Cash management.
- Select Bank import history.
- Search by bank file name or filter the list by import date, account, import method, status, or transaction counts.
- Review the number of imported, AI-suggested, auto-reconciled, and manually reconciled transactions.
You can use Download view from the Actions menu to download the current list view.