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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.
  • Guest
  • Jan 10 2017
  • Already exists
IRIS KashFlow / Uncategorised
  • Jan 10, 2017

    Admin response

    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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