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Amended sequence of matching invoices/purchases in bank feed

At the moment the bank feed feature tries to match imported entries to invoices/purchases before applying the user-defined matching rules. This leads to a lot of mis-matched entries that would have been applied correctly had the user-defined rules been applied first.

I suggest that user-defined matching rules are applied first to a bank feed before the system tries to match entries to invoices/purchases
  • Guest
  • Jan 10 2017
  • Released
  • Jan 10, 2017

    Admin response

    Hi Nigel. Thanks for your feedback. We have now changed this so that you can re-order the rules, including the auto matching. Many thanks
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