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    2 comments  ·  Prepare » Bank  ·  Admin →
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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

    Charles van Boxmeer supported this idea  ·