open bills not showing for match transactions
Hi, I have a problem matching a payment to an open bill from the previous financial year. It doesnt show up in the list of open bills for me to match the bank payment to. I tried going to the bil...
Forum Discussion
Hi ann75
From memory, when selecting to match a transaction only transactions dated in the past 12 months will appear in the match transactions window. So, if those transaction has been dated much older then they will likely not appear for matching. Although, you would be able to still record the payment transaction and match it to that (assume you enter the payment in the current period).
You can enter the payment of a purchase using the Purchases>>Create supplier payment. Once that has been recorded, you would go to Banking>>Bank transactions and select to match the transactions as you would normally.
In your case, you mentioned that the payment transaction was not appearing. I would recommend ensuring that you have recorded the payment to the same bank account as that of the bank transaction. Along with having a similar date. If those are correct, does the payment transaction appear in the Banking>>Reconcile accounts window for that account? If so, it is marked as cleared i.e. ticked? If so, untick it and you will have your match.
