Dizzyswinger's avatar
Dizzyswinger
Experienced User
2 months ago
Status:
Open

Linking uploaded receipts to transactions

Linking uploaded receipts to transactions is a pain even with two screens ( if you are lucky enough to have them).

It would be great if you could add a link to search/match transactions directly from the uploaded recipt.

Instead  of looking at the recipt you need to match in uploads then going to bank transactions page and searching and scrolling. Then back to uploads, then back to transactions  etc. etc...

Majority of my transactions arre not auto matching even thoigh date amount company arre all there.

All auto features are activated.

 

Regards Adam

 

Uploads

2 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago
    Status changed:
    New
    to
    Open

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • Dizzyswinger's avatar
    Dizzyswinger
    Experienced User
    4 days ago

    This is still a major PITA. its like you have to reverse engineer inventing the wheel each time you want to link an uploaded receipt.

    All of the worlds AI at your finger tips and it cant match two amounts and dates?

    Is any one else having these problems with linking receipts.