video1.0<iframe src="https://www.loom.com/embed/72dab475ad3b49b89fa47bfacbb15918" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/72dab475ad3b49b89fa47bfacbb15918-02465f8538b06ced.gif90.5This Loom explains how to use source filters in VR Trust to narrow what you see on the bank feed and transactions tabs. It walks through opening the bank reconciliation page, selecting an account, and using the bank feed tab’s source filter options to show records matched through an existing bank rule and processed automatically. It then shows how the transactions tab can be filtered by transaction source, including transactions created by bank rules, entered manually through the UI, or generated by integrations such as a payment processor integration like Linbrook. After applying filters, both lists update to display only records that match the selected source criteria.