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Phoenix - User Help

You have the option to exclude particular transactions from appearing on the Bank Feeds screen. This would be applicable to particular transactions with your bank that you have no intention of entering into Phoenix. Rather than having them appear and having to ignore them, you can designate them as Excluded Transactions and they will not be displayed.

 

Excluding Transactions

To exclude a bank transaction, place a tick in the batch actions column. You can choose a single or multiple transactions.

BankFeedTransactionTicked

From the Batch Actions button, choose "Excluded Selected Bank Transactions"

ExcludeSelectedTransactions

If the transaction you are excluding has a possible matching transaction in Phoenix, then you will be prompted if you wish to Exclude or Don't Exclude.

BankFeedExcludePossibleMatch

You will then receive confirmation that the transaction has been excluded.

BankFeedsExcluded

Restoring an Excluded Transaction

From the footer bar in the Bank Feeds screen, choose ViewExcluded. This will display the Excluded Bank Transactions window.

ExcludedBankTransactions

From this screen you can choose to re-include a transaction by pressing the Include link. Pressing the ExcludedTransactionDelete  button will permanently delete the bank transaction from Phoenix.

Choosing "Delete All" will permanently delete all transactions.

 

See Also:

Day to Day

Matching

Filtering

Searching

Adding

Batch Actions

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