Finding Missing Linked Transactions (Web App)

Dick_Davis

After working with Simplifi for the first two months, I have gotten familiar with and understanding much, much more of the program and its operation. However, with the first two months (June and July), I was learning. As a result, there are missing link transactions during these two months. I would like to hear from others what is the best way, that they have found to identify missing linked transactions between accounts? I am with the presumption that this is pretty much a manual search process, but is there an easy to do the search through sorting, filtering, etc.

Coach Jon

Hello @Dick_Davis,

Thanks for reaching out. For the most part, this will indeed be a manual process, as searching for specific transactions you are looking for is only known to you. However, if you know the two months that there were missing linked transactions, I would personally try combing through the account registers individually for that time frame.

-Coach Jon

Dick_Davis

Coach Jon, thank you for the concurrence message.