Reconciliation | Find & Match - Set a range for search
While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
Could we have range over there so that we can directly select all and reconcile the same.
team one
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Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
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Paul Marc Massabni
commented
While I reconcile the bank statement, I want to use "Find & Match" to search for a batch of invoices at once to reconcile a payment.
Like for example if I have 1 payment on the bank side that should settle 10 invoices, I have the
invoices reference on excel list, I want to select all the references and copy paste it in the search field where it should give all the invoices at once so I can select all and match in 1 click. (this would save time rather than searching for each invoice by its own). -
Paul Marc Massabni
commented
While I reconcile the bank statement, I want to use "Find & Match" to search for a batch of invoices at once to reconcile a payment.
Like for example if I have 1 payment on the bank side that should settle 10 invoices, I have the
invoices reference on excel list, I want to select all the references and copy paste it in the search field where it should give all the invoices at once so I can select all and match in 1 click. (this would save time rather than searching for each invoice by its own).