Supplier DDs and Bank Transactions/Bank Feeds
v 2020.4
All I want to do is pay bills from the bank feed.
I have set up a Bill Rule for ALM who direct debit our bank account in payment of our purchases. The bill rule states that when the xxx condition is met that it will 'suggest matches from this supplier's unpaid bills.'
The feed brings up the transaction and the information out on the RHS is 'possible bill match found.' All good so far. However I can't see that there is an option to either process that match or view all outstanding bills for that supplier (as we used to be able to do) so that the payment can be allocated manually. The last option would be preferable as some payments will cover more than one bill.
I've had a look through the help files but can't see any further information.
TIA
Hi Aushotels
When a transaction comes in from a bank feed that matches the conditions of a Bill rule the system will show Rule Applied | Possible bill match.
The Possible bill match, is similar to a hyperlink, which you can click on and it would list the Pay Bills window. Within this window, you can enter the appropriate amount against the required bill(s) before selecting Record.
