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Status Already exists
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.
Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconciled items on Kashflow and allow you to define a rule, for instance if the payment amount is the same as kashflow and the email address is the same as the customers email, and the date is within a certain range then the transaction is marked as reconciled on kashflow.
This would give you just a small percentage of mismatched transactions to investigate.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Andy, Have you tried using the auto matching feature within the bank feeds area? If you click on the bank feeds 'activate' link on your paypal account, in the top left of that box it will show an option for 'matching rules'. This will allow you to setup the rules you describe within KashFlow.
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