Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-416 When matching in the banking module, show transactions that are greater than the amount being matched.

Improve search options on auto bank feed Merged

I send an annual invoice out to some customers who then pay it monthly in equal amounts. The auto match seldom identifies the correct payment. Why not add a preferred search field such as customer name or reference I don't mind doing the allocation but to have to do a search on each one defeats the point of bank feeds!

  • Guest
  • Jun 5 2020
  • We're Taking A Look At This