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improved Bank Matching

I am not sure why but since adding some matching rules the system refuses to match invoices correctly. I am not sure if this is a bug in my set up or a general problem. Bank payments that have the name of client, the invoice number and correct amount are not matched. Worse the system regularly matches bank payments to invoices that do not match the name, inv number or amount? This is really frustrating as I spend a lot of time apologising to clients when they get wrongly sent reminders.
  • marcus
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Marcus, Have you been in touch with our support team about this? They should be able to take a look for you and make sure everything is set up correctly for you. Drop an email to support@kashflow.com
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  • marcus commented
    January 10, 2017 09:27

    Yes they said this:
    "Hi Marcus,
    Thanks for getting in touch.
    I have previously spoken to our development team about improving the matching rules. Please also put your thoughts on our community forum here:- http://www.kashflowcanvass.com/ This will ensure your thoughts are seen by our product and development teams.
    Further to this, we do advise all customers to check what is being matched before importing, as we do know the matching rules is not 100% accurate.
    If you have any further queries, please let us know. "

    My issue is that they seemed to work pretty well. They are now no where near close to 100% accurate. I am not sure if it is related but they stopped being accurate after i added some matching rules for purchases. Then it seems on invoices I am getting a third correct, a third bizarrely not matched despite having the client name, invoice number and amount matching!, and a third are matched wrongly with invoices that do not have any number or client name matching and the amount is different to the amount paid in. It is usually close in this case. It has led to number of clients getting wrongly reminded and a lot of apologizing. It will send a reminder to one client saying they haven't paid when they have and another to the other client saying they still owe 12p or whatever the close amount was. I know this is new and you will hopefully be improving it but for me it is way unreliable and i have to watch it like a hawk.