JamesSullivan
10 years agoExperienced Partner
Status:
Done
In tray: Match to allocated rules based transactions
i have many of my business client recording transactions totally on a cash basis and using the allocation rules to allocate many of these transactions. It would be great to be able to still utilise these allocations and still have the ability to use the in tray to keep receipts etc for these transactions so allocated. Could there please be an ability to match up the invoices so scanned these transactions automatically allocated or to be given the match available notification when there is an invoice in the in-tray and we are trying to allocate a code for the transaction in the bank statements.
"for cash based business using allocation rules please allow invoices in in tray to be matched to existing transaction"