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Find unmached invoice payment in bank feeds

Experienced User Leslie22
231 Posts
Experienced User
Australia
Leslie22
Experienced User

231Posts

29Kudos

1Solutions

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Find unmached invoice payment in bank feeds

Trying to isolated an unmatched payment in bank feeds:

 

- Can I do a search within bank feeds which filter based on outstanding balances. eg. we received a payment for 272.66 is there an easy way to determine who this client is based on outstanding amount  (transaction description is too generic)

 

Thank you

2 REPLIES
Experienced Partner KellyBerger
15 Posts
Experienced Partner
Australia
KellyBerger
Experienced Partner

15Posts

8Kudos

2Solutions

Accepted Solution Solved Solution

Re: Find unmached invoice payment in bank feeds

Yes - go to receive payment then click on select customer and down the bottom you will find Advanced search - you can search name or dollar value or invoice number Smiley Happy

Experienced User Leslie22
231 Posts
Experienced User
Australia
Leslie22
Experienced User

231Posts

29Kudos

1Solutions

Re: Find unmached invoice payment in bank feeds

Thanks @KellyBerger :-)

 

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