Auto Bank Rec - Show Invoice Numbers in Auto Reconcile
At the moment when JAX has matched a payment with an invoice, it shows the transaction detail as "Payment: Customer Name". But I would like to be able to see the Invoice # that it was matched to, as I have many invoices of the same amount.
It would be great to have a column that can show the Invoice # that JAX has applied to please. At the moment, I'll need to go in and click each transaction to check it (which is not quicker than doing it manually in the bank feed). I don't want to assume JAX got it right, I'd like to be able to review it myself.
Michelle Skinner
shared this idea
Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
