Bank Reconciliation - Improve date recognition for auto-suggestion
Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.
Mark Whitfield
shared this idea
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Michael Nolan
commented
Seems so simple in today's AI world to use the date field for identifying the correct reconciliation....bizarre that it doesn't seem to have any bearing on the reconciliation suggestions, when it ought to be equally useful alongside amount and customer / supplier
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Nicki Voights
commented
We get some of our clients paying by check and it is frustrating that the suggestion is always to the newest invoice. It would be great if it was to the oldest invoice because that is always the one I need.