VRTrust now includes Source filters on both the Bank Feed and Transactions tabs to provide additional visibility into how records were created, matched, or imported.
Who This Applies To: This article is intended for VRTrust users reviewing bank feeds and ledger transactions during reconciliation workflows.
Filter Records on the Bank Feed Tab
To review Bank Feed source filters:
Navigate to Bank Reconciliation
Open the Bank Feed tab
The Bank Feed tab displays bank records imported through:
Connected bank feeds using Plaid
Manual CSV uploads
Use the Source Filter
Within the Bank Feed tab:
Open the Source filter
You can now filter records based on how they were created or matched.
For example:
Filter records matched through a Bank Rule
The list will update to display only records processed automatically through existing bank rules.
Filter Transactions by Source
Next:
Open the Transactions tab for the same bank account
Open the Source filter
The Transactions tab displays ledger-side transactions created within VRTrust.
Available source filters include:
Bank Rules
Manual UI entries
Integration-created transactions
For example, you can filter transactions created through Lynnbrook to isolate imported deposit activity.
Why Source Filters Matter
These filters help provide visibility into:
Where transactions originated
How records entered the system
Which transactions were automated versus manually created
Need help?
If you have questions, reach out to our support team via the help chat and we'll be happy to assist.