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Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.
This knowledgebase article provides a sample import scenario to hide imported bank transactions in bulk. It will search for the transaction by the External Reference Number on the Process Bank Transactions screen and hide those transactions. This is useful if you have a large number of bank transactions that you need to hide, such as when you’ve first imported Bankfeeds, and the Bankfeeds import a lot of historical bank transactions that are no longer required for reconciliation.
Build 2021.117.400.6951 [21.117.0037] onward.
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Import the Import Scenario attached in this knowledge base article. CA306000-HideBankTrans.xml The import scenario looks like this:
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In the example we use in this knowledge base article, this is the bank transaction that we need to hide:
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After we run the import scenario, this is what the result looks like:
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In the Import Bank Transactions screen, the transaction is marked as Hidden: