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3 results found

  1. Bank Match - more accurate transaction and item matches

    The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.

    2 votes

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    0 comments  ·  Match  ·  Admin →

  2. Sales Bank Match

    Match bank feed transactions with Sales items from Dext

    10 votes

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    2 comments  ·  Match  ·  Admin →

  3. Adjust Bank Match payment date to match payment date on bank feed

    If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.

    This is the best practice.

    12 votes

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    1 comment  ·  Match  ·  Admin →
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