On the Reconcile view, you can easily search to find POs and transactions that need to be assigned to each other. Use one or many of these search filters to help you find the right results.

Search by Name

Use the "name" field to search by the display name for POs or transactions to pull up all that match the applied search.

Search by PO # and ID

Use the "PO #" and "ID" fields to search by either the PO # or the transaction's ID to pull up specific items matching those searches.

Search by Amount

Use the "Amount" field to search POs and transactions by either an amount range or a specific amount to pull up all that match the applied search.

Search by Last 4 Digits

Use the "Last 4 Digits" field to search POs and transactions by the last 4 from the credit card used to pull up all that match the applied search.

Search by Tags

Use the "Tags" or "Exclude Tags" fields to search by or exclude POs with a specific tag.

Search by Currency

Use the "Currency" field to search POs by the currency to pull up all POs that match the applied search.

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