Search

🔎

Find Transactions To Review

Use this page when you need to find the right bank or card activity to review.

Open Bank Transactions

Start from the Bank Transactions table and use the Pending queue.

Bank transactions table with pending groups, AI suggestions, and post actions
Bank transactions table with pending groups, AI suggestions, and post actions

Narrow The Queue

Use filters when the table has too much activity to review at once.

Transactions filters panel for narrowing pending activity
Transactions filters panel for narrowing pending activity

Check Before You Leave

You should have a specific queue of rows to post, ask, match, transfer, exclude, or automate.

💬

Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing