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Leonè Friis

Dennis van der Graaf

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This page explains how to add a custom search to you your home screen to review all you your bank account reconciliation statuses.

Step-by-step guide

  1. Customise your dashboard and add a custom search Portlet

  2. Select Personalise > Standard Content> Custom Search

  3. Select Set up to configure your Portlet

  4. Add the search Bank Statement Reconciliation Status

  5. Specify your result size

  6. Uncheck Allow Inline Editing

  7. SAVE

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Info

Please note that you can customise this search to better suite your requirements