Is there a way for clients to upload their credit card receipts to AR and these be automatically data matched/rules set up for data matching. Currently having to look up receipts uploaded in Dropbox to see what the entries are for.
Hi @lisa_ohan
Welcome to the Community Forum. Just to give me some further context into what you are wanting to do - is the credit card receipts a receipt from your clients' bank saying they made a payment to yourself?
We do have a feature that can use OCR technology, however, you would only be able to import Purchase type transactions. I can see that it would be useful for Sales as well, so I have passed your feedback to the relevant teams as a possible future enhancement.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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