I am finding it very frustrating that when matching invoices to payments, especially those we make, there is firstly only a very small window to see the invoices, and no ability to sort the invoices showing.
We have a number of suppliers who provide us with 30-day End of Month credit accounts, and we provide the same option for some of our customers. This means that we can have up to 20 invoices from one of these suppliers in a single month, requiring one payment at the end of the following month.
When I try to match the single Bank download payment to the invoices, I am stuck with this tiny 2 Invoice window, and I often need to go through up to 100 invoices to match them. At present this takes ages (remembering that by the time we need to make the payment, virtually all the following month's invoices also show).
I would like the ability to ask for only the invoices from that supplier/customer to be shown in the match window, which would really speed up the process, and if I could also ask for only those that are due on or before a date I could input, it would be even easier. Then if I also instead of having to tick all the boxes of the invoices paid, there was a Select All option, I could nearly get my dog to do them for me!
Failing any of the above, how about just expanding the window so that I could see a reasonable number of invoices, instead of just two?
(PS I still think MYOB is great, but not yet perfect)
"Matching Bank Feed Transactions"
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