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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)
Solved! Go to Solution.
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