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Prepare: Bank

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Ability to adjust the Bank Match criteria

7 votes

AdminGeorgi Penev (Admin, Dext) shared this idea · Feb 28, 2023 · Report… · Admin →

Under Review ·

Tafana Caesar responded · May 28, 2024

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Nikki Green commented · February 2, 2025 11:10 PM · Report

It would be handy if you could search for close matches. With credit card payments often having a small surcharge, the amount charged often doesn't match the invoice amount.

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Louise Lamb commented · May 23, 2024 11:49 PM · Report

Extend the search beyond 1 day to match payments to receipts. For example overseas payments having a time delay of 1 day

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