Marking and consulting treated bank movements

Marking bank movements of a bank account as "Treated" and their respective history of treated movements.

‍

nBanks now allows you to mark bank movements of a bank account as "Treated". This option is available for all bank movements and in all views and sections of the platform that contain bank movements (Financial Management, Bank Statement, and In/Out).

To mark a movement as treated, simply click on the "check" icon. You can also filter the list of movements by treatment status: Treated or Untreated, using the Advanced Filters. In addition, if you click on the "More actions" button (3 dots icon) of the bank movement, you will have the option to consult the Treatment History, where you will find information about the date and time and the person responsible for changing the treatment status.

‍

Benefits:

- Improved organization, facilitating daily control and management;

- Ability to quickly filter movements by "Treated" or "Untreated", optimizing analysis and reconciliation;

- Treatment history, ensuring greater traceability and internal control;

- Functionality accessible in all areas of the platform where bank movements exist;

- Intuitive signage and simple and quick marking with a click on the verified icon, without complications.

‍

Available in all geographies.

‍You can try this feature here.