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.

Matching transactions for imported bank transactions - reference number matching on imported data Merged

I import my transactions with X as reference. I import my bank transactions with X as reference, only matches one in 20 transactions (despite name, and references matching exactly). Could the matching search the reference field before suggesting it as a match. Otherwise have to copy the reference from the same window, paste it into search, then it finds it and i have to click match. 6 clicks time 600 transactions is very, very painful.

  • Guest
  • Jan 27 2021
  • We're Taking A Look At This