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Ability to match bank transactions imported via CSV

Since our bank account does not work with Bank Feeds, we are restricted to importing bank statements via CSV. This means that we cannot match bank transactions to manually entered payments. Instead we have to delete either the imported item or the manual item in order to reconcile.

It would good to be able to 'match' them off, OR have some way of marking an invoice as 'paid' without having a payment transaction, so that we can import the payment at month end.
  • Russ
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Russ, You can currently mark invoices as paid within the actual invoice itself without a transaction to be matched to it. If you have multiple invoices to be marked as paid you can also use bulk payments. As far as automatically matching transactions imported via CSV, the functionality within Bank Feeds was built for that service specifically in partnership with Yodlee so unfortunately we will not be able to replicate this in another area of the app.
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  • Anonymous commented
    January 10, 2017 09:21

    Surely this is possible outside of bank feeds as other online accounting solutions have it.

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