The Bank Transactions page lists bank transactions synced from your connected Xero organisation. Use it to review banking activity over a date range, filter by bank account or contact, and pull fresh data on demand.
To open it, click Transactions → Bank Transactions in the left navigation.
The Bank Transactions page at a glance
The layout mirrors the Invoices page:
- Filters bar at the top — narrow the list by date range, bank account, contact, or status.
- Action buttons in the top-right (Columns, Actions) — control which columns are visible and run sync operations.
- Transaction table in the middle — sortable columns showing each transaction’s details.
Filtering bank transactions
Use the Add Filter For dropdown to add or remove filter fields. Available filters:
- Bank Account Name — exact or partial match
- Bank Account Code — exact or partial match
- Contact Name — exact or partial match
- Status — transaction status (e.g. Authorised, Voided)
Click Reset Filters to clear everything.
Customising visible columns
Click the Columns button (top-right) to toggle which columns appear in the table.
Syncing transactions from Xero
To pull the latest bank transaction data from Xero, click Actions → Sync Transactions. The Sync dialog opens with Start Date and End Date fields. Once both dates are filled in, click Sync to fetch every bank transaction from your Xero organisation in that date range.
The sync flow is identical to the Invoices page — see Invoices for full details and screenshots of the sync dialog.
Troubleshooting
“No Bank Transactions Found” even after sync. Check the date filter at the top of the page — your synced transactions may fall outside the current Period From / Period To range. Try clicking Reset Filters to see all transactions.
Transactions are out of date. Xero data isn’t pushed to TRAX automatically. Run Actions → Sync Transactions any time you need the latest data.
For anything else, get in touch with TSO support.