Friday, March 21, 2025
1 change · saas-18.1
Enhancements to existing features
Bank reconciliation now hides draft entries when a bank transaction has no partner selected, reducing irrelevant suggestions and making the matching process easier to use. If a user deliberately filters by a partner, draft items for that partner will still appear so relevant matches remain available.
Original PR description
When no partner is set on the bank transaction, we do not show the draft items among candidates. Reason : avoid showing too many irrelevant candidates quickly making the feature unusable. But if the user filters the candidate and selects a partner, then show the draft items of this partner among the candidates. Even though the partner filter is a conscious one (input by the user) and not computed by the partner on the bank transaction. This is done by adding a 'posted' filter to the list view that is automatically added when no partner is set in the statement. task-4554569