Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit paperwork requests, I have to click the drop down for the account to ensure I'm on the right screen as you can't see the number at the end, maybe put it first or make the box wider.
Michelle Korman
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Michelle Korman
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The other issue with matching within the Costs>Inbox, I will get a bank match for a receipt, it will say: Bank match, the date, then the bank account says ‘TD BUSINESS TRAVEL Visa (in the inbox match column and within the receipt). The client has many Visas like this so this is not helpful at all. Is there a way to indicate which card? It looks like the name is coming in from the bank. It also comes up this way in the Bank > Transactions area, I can’t see what card it is unless I keep clicking the drop down. If there is a way to add the 4 digits or person’s name before the bank name, or add it to the end and make it wider that would be great.