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.
133
votes
Chloe Ziola
shared this idea
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christopher holmes
commented
Add an attach files button to all bank entries on the bank account transaction page. The button is omitted when a receipt is made up of invoice and credit notes or payment adjustment. The button is required to add the clients remittance advice.
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Vini Kulkarni
commented
It will save time for reconciliation.