Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.
96
votes
Chloe Ziola
shared this idea
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Optimus Fintech
commented
To solve the complications while reconciling the bulk volume of bank records, you can also check the link below to solve such issues or get some expert advice.
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Vini Kulkarni
commented
It will save time for reconciliation.