Match transactions older than 6 months (Bank Match & Paperwork Match)
Currently if a transaction is over 6 months old Receipt Bank will not automatically match it using bank match or reconciled match. It would be nice if Receipt Bank could extend this period.
67
votes
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Steve Tsonev
commented
Ability to match receipts with qbo for 12-18 months. A lot of clients bring a year's worth of bookkeeping
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Kyle Rosin
commented
We deal with client cleanup involving years/decades of receipts.