Accounting Ideas

Bank Rules vs Match Found

Where I have a bank rule set up, if an invoice or credit note of an equal value to the bank transaction is found, the (incorrect) match is suggested. It would be good if there was a way of prioritising the rule over matches for this particular bank account as there are no invoices or credit notes paid, just transfers which I want the rule to apply to. Doesn't happen often but could easily be matched in error. Alternatively if we had the option to "ignore match" and have the rule applied that would be useful too.

  • Guest
  • Sep 30 2022
  • One For The Future
  • Attach files