Accept All Matches at Once
When reviewing matched transactions, you can accept all matches.
Why this helps
Saves time during reconciliation
Reduces repetitive clicks when matches are already reviewed
Ideal for high-volume bank feeds
Once you’re confident in the suggested matches, click Accept All Matches to finalize them instantly.
Identify & Review Non-Reservation Items
We’ve added a Non-Reservation tag to make it easier to spot deposits or transactions that are not applied to a reservation.
How it works
Non-reservation items are clearly tagged in the reconciliation view
Click the tag on a deposit to open it
Review, edit, or reclassify the transaction as needed
Apply any updates before matching the transaction
Why this matters
This helps ensure that non-reservation activity (such as owner contributions, adjustments, or manual deposits) is reviewed intentionally and categorized correctly.
Bulk Actions in the Bank Feed
You can now take action on multiple bank feed transactions at once.
Available bulk actions
Unmatch transactions
Include items in reconciliation
Exclude items from reconciliation
This gives you more control when cleaning up imported bank data or correcting multiple transactions at the same time.
How it works
Click on the Bank feed tab
Select the items you want to adjust using the checkboxes on the left (or select the checkbox at the top to select all)
In the modal that appears at the bottom of the screen, select Unmatch or Update Status
Unmatching items will remove their existing matches
Update Status gives you the option to include or exclude the selected items from the bank feed
Export Transactions
For additional review or record-keeping, you can export data directly from the Transactions or Bank Feed tabs.
Export options
Export reconciled transactions
Export bank feed transactions
Exports are useful for:
Offline review
Sharing with accounting partners
Supporting audit or troubleshooting workflows
How it works
While in the Bank Feed or Transactions tab, click the Export button in the upper right hand corner of the screen to export the transactions as a CSV
Faster, More Flexible Reconciliation
These enhancements are designed to make bank reconciliation:
Faster
More transparent
Easier to manage at scale