AUTOMATCHING BANK STATEMENTS
Have an opt in - opt out choice for automatching. So if I opt out I dont have to see the word automatch anywhere on my bank rec screen. I want to manually reconcile all transactions. Automatching me...
Forum Discussion
Hi SCAPE-IT,
That does sound really frustrating, especially when you’re not getting the control you need during bank reconciliation and then having to wait so long for support. That’s definitely not the kind of experience we want for our customers.
While you can stop transactions from automatically matching, there isn’t currently an option to fully remove auto-match from the bank rec screen or filters. It’s there to help cut down manual work by linking bank feed transactions with invoices and other records in your file, and it only works when those preferences are switched on.
I’ve checked your support request and it’s still within the our response timeframe. Deleting old bank transactions can take around 2 to 5 business days to be completed. If that timeframe passes and there’s still no update, please reply directly to your case and the team can pick it up from there.
Cheers,
Princess
