Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
Jonas Teh
shared this idea
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Ibrahim Yosma
commented
With the bank and invoice transaction match it seems to only pick up the invoice if it is raised less than 10 days before payment. Some invoices are raised 30 days before payment. Please allow for a greater date range.
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Nisha Nisha
commented
Thanks
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Charles van Boxmeer
commented
A lot of my transactions doesn't show a match because the dates don't match. When the invoice date is slighly different that the payment date it causes troubles. Your colleague told me the following: "The system will find a match if the date of the item is within 10 days before the transaction date. In this case, seems that the item's date is after the transaction date." You should also match with transactions which happened 2/3 days after as your software isn't always reading the date correctly. Can confuse order date / dispatch date / delivery date for example so 20/25% of my transactions are not showing as matched as they have an equivalent in Xero. Thanks