This article explains how to use the Sort feature to organize unmatched bank records, making it easier to review and resolve discrepancies during reconciliation.
When to Use This
Use sorting when you want to:
Prioritize the newest or oldest unmatched records
Prioritize records with the highest or lowest amounts
Work through unmatched items more efficiently during bank reconciliation
Access the Sort Menu
Navigate to the Bank Reconciliation area
Above the Unmatched Bank Records column, locate the Sort button, adjacent to filtering options
Sort Unmatched Bank Records
From the Sort dropdown, choose one of the following options:
Newest – Shows the most recent unmatched records first
Oldest – Displays the earliest unmatched records first
Lowest Amount – Sorts records from smallest to largest value
Highest Amount – Sorts records from largest to smallest value
The Unmatched Bank Records column will update immediately based on your selection.
Tips for Faster Reconciliation
Sort by Highest Amount to quickly identify large discrepancies.
Use Oldest to clear long-standing unmatched items first.
Combine sorting with filters to narrow results further and speed up reconciliation.
Important Notes
Sorting affects only the Unmatched Bank Records column.
Changing the sort order does not modify or reconcile any records—it only changes the display order.