Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it up, click the Payment link and then upload the remittance from there which for every transaction means wasted time to do this process.
Jeffrey Powell
shared this idea
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Peter Borgen-Nielsen
commented
We should be able to attach a file/invoice from the reconcile tab and then reconcile the transaction without having to click into the transaction - would be quicker!
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Mark Ackerman
commented
At least being able to see if a matched transaction already has a file attached to it would be helpful to speed up the workflow. Almost every time I match, I have to jump over to Account Transactions to confirm a file (receipt) has been uploaded to the transaction.