Keep Bank Match Present after Cost / Sales sent to Expense Claim
Once an item is sent to the Expense claim, the bank match disappears. This is not helpful to me. I need to always see bank matches even when sent to Expense Claim. What would also be helpful is if the bank match matches Sales and auto detect Banking Service Fees.
2
votes
Melyn Schlebusch
shared this idea
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David Costa
commented
When a receipt is moved to an expense claim, the bank match feature disappears. This makes it difficult to reconcile statements, as it's impossible to see what was missed or not matched. It would be a useful feature if bank match could read expense claims, not just the inbox, to speed up reconciliation.